MKD Wealth Coaches
IWB icon

MKD Wealth Coaches’s iShares Russell 1000 ETF IWB Stock Holding History

MKD Wealth Coaches’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.17M Hold
10,022
– – 3.45% 4
2026
Q2 		$4.1M Hold
10,022
– – 3.51% 4
2026
Q1 		$3.57M Sell
10,022
-85
-0.8% -$31.7K 3.52% 4
2025
Q4 		$3.77M Sell
10,107
-4
-0% -$1.48K 3.77% 4
2025
Q3 		$3.7M Sell
10,111
-714
-7% -$251K 3.68% 4
2025
Q2 		$3.68M Sell
10,825
-464
-4% -$146K 3.88% 4
2025
Q1 		$3.46M Sell
11,289
-83
-0.7% -$26.8K 3.92% 4
2024
Q4 		$3.66M Buy
+11,372
New +$3.68M 3.71% 5

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

MKD Wealth Coaches held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 10,022 shares worth $4.17M. The position accounts for 3.45% of the portfolio, ranked #4.

MKD Wealth Coaches first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • MKD Wealth Coaches held 10,022 shares of iShares Russell 1000 ETF worth $4.17M as of Q3 2026.
  • MKD Wealth Coaches left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 3.45% of MKD Wealth Coaches's portfolio in Q3 2026, its #4 holding.
  • MKD Wealth Coaches first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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