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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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

MKD Wealth Coaches's IWB Position: Q2 2026 in Review

MKD Wealth Coaches held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 10,022 shares worth $4.1M. The position accounts for 3.51% of the portfolio, ranked #4.

MKD Wealth Coaches first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • MKD Wealth Coaches held 10,022 shares of iShares Russell 1000 ETF worth $4.1M as of Q2 2026.
  • MKD Wealth Coaches left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 3.51% of MKD Wealth Coaches's portfolio in Q2 2026, its #4 holding.
  • MKD Wealth Coaches first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.