MKD Wealth Coaches
IJR icon

MKD Wealth Coaches’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MKD Wealth Coaches’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.98M Buy
14,560
+292
+2% +$42.3K 1.64% 9
2026
Q2 		$2.12M Buy
14,268
+2,295
+19% +$315K 1.81% 9
2026
Q1 		$1.49M Sell
11,973
-1,791
-13% -$228K 1.46% 9
2025
Q4 		$1.65M Sell
13,764
-11
-0.1% -$1.32K 1.65% 9
2025
Q3 		$1.64M Sell
13,775
-195
-1% -$22.4K 1.63% 9
2025
Q2 		$1.53M Sell
13,970
-13,874
-50% -$1.43M 1.61% 9
2025
Q1 		$2.91M Sell
27,844
-149,729
-84% -$16.9M 3.29% 5
2024
Q4 		$20.5M Buy
+177,573
New +$21.2M 20.71% 2
2021
Q4 		$13M Sell
113,889
-296
-0.3% -$33.7K 17.85% 2
2021
Q3 		$12.5M Buy
114,185
+2,333
+2% +$257K 19.62% 2
2021
Q2 		$12.6M Buy
111,852
+863
+0.8% +$96.3K 20.2% 2
2021
Q1 		$12M Sell
110,989
-9,821
-8% -$1.03M 20.56% 2
2020
Q4 		$11.1M Sell
120,810
-5,165
-4% -$424K 17.79% 2
2020
Q3 		$8.85M Buy
125,975
+22,606
+22% +$1.62M 12.64% 2
2020
Q2 		$7.06M Buy
103,369
+46,994
+83% +$2.97M 8.91% 4
2020
Q1 		$3.16M Sell
56,375
-2,107
-4% -$157K 4.24% 14
2019
Q4 		$4.9M Sell
58,482
-275
-0.5% -$22.1K 4.17% 8
2019
Q3 		$4.57M Buy
58,757
+1,681
+3% +$130K 4.75% 8
2019
Q2 		$4.47M Sell
57,076
-1,184
-2% -$91.9K 3.98% 8
2019
Q1 		$4.5M Sell
58,260
-32,702
-36% -$2.51M 4.54% 8
2018
Q4 		$6.3M Buy
+90,962
New +$7.03M 7.46% 1

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

MKD Wealth Coaches's IJR Position: Q3 2026 in Review

MKD Wealth Coaches increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q3 2026, buying an estimated $42.3K and bringing the position to 14,560 shares worth $1.98M. The position accounts for 1.64% of the portfolio, ranked #9.

MKD Wealth Coaches first reported a position in IJR in Q4 2018 and has held it in 21 quarters since. The position peaked at $20.5M in Q4 2024. 1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • MKD Wealth Coaches held 14,560 shares of iShares Core S&P Small-Cap ETF worth $1.98M as of Q3 2026.
  • MKD Wealth Coaches bought 292 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $42.3K.
  • iShares Core S&P Small-Cap ETF made up 1.64% of MKD Wealth Coaches's portfolio in Q3 2026, its #9 holding.
  • MKD Wealth Coaches first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 21 quarters since.
  • MKD Wealth Coaches's iShares Core S&P Small-Cap ETF position peaked at $20.5M in Q4 2024.
  • 1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.