MKD Wealth Coaches’s iShares Core S&P 500 ETF IVV Stock Holding History

MKD Wealth Coaches’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$67.9M	Buy	88,628 +1,804	+2%	+$1.38M	56.14%	1
2026 Q2	$65M	Buy	86,824 +1,879	+2%	+$1.37M	55.55%	1
2026 Q1	$55.5M	Buy	84,945 +3,402	+4%	+$2.32M	54.6%	1
2025 Q4	$55.9M	Sell	81,543 -3,215	-4%	-$2.18M	55.84%	1
2025 Q3	$56.7M	Sell	84,758 -1,365	-2%	-$879K	56.52%	1
2025 Q2	$53.5M	Buy	86,123 +561	+0.7%	+$322K	56.38%	1
2025 Q1	$48.1M	Buy	85,562 +859	+1%	+$507K	54.4%	1
2024 Q4	$49.9M	Buy	+84,703	New	+$50.1M	50.48%	1
2021 Q4	$42.3M	Sell	88,752 -416	-0.5%	-$192K	57.93%	1
2021 Q3	$38.4M	Buy	89,168 +607	+0.7%	+$269K	60.45%	1
2021 Q2	$38.1M	Buy	88,561 +24	+0%	+$10.1K	60.86%	1
2021 Q1	$35.2M	Buy	88,537 +10,446	+13%	+$4.04M	60.1%	1
2020 Q4	$29.3M	Buy	78,091 +20,781	+36%	+$7.4M	46.98%	1
2020 Q3	$19.3M	Buy	57,310 +26,258	+85%	+$8.74M	27.52%	1
2020 Q2	$9.6M	Buy	31,052 +16,719	+117%	+$4.91M	12.14%	1
2020 Q1	$3.7M	Sell	14,333 -1,232	-8%	-$378K	4.97%	7
2019 Q4	$5.03M	Sell	15,565 -223	-1%	-$69K	4.28%	7
2019 Q3	$4.71M	Buy	15,788 +90	+0.6%	+$26.8K	4.9%	7
2019 Q2	$4.63M	Sell	15,698 -487	-3%	-$141K	4.13%	7
2019 Q1	$4.61M	Sell	16,185 -122	-0.7%	-$33.4K	4.65%	7
2018 Q4	$4.1M	Buy	+16,307	New	+$4.43M	4.86%	7

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

MKD Wealth Coaches increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2026, buying an estimated $1.38M and bringing the position to 88,628 shares worth $67.9M. The position accounts for 56.14% of the portfolio, ranked #1.

MKD Wealth Coaches first reported a position in IVV in Q4 2018 and has held it in 21 quarters since. 1,333 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

MKD Wealth Coaches held 88,628 shares of iShares Core S&P 500 ETF worth $67.9M as of Q3 2026.
MKD Wealth Coaches bought 1,804 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.38M.
iShares Core S&P 500 ETF made up 56.14% of MKD Wealth Coaches's portfolio in Q3 2026, its #1 holding.
MKD Wealth Coaches first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 21 quarters since.
1,333 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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