MKD Wealth Coaches’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,613	Closed	-$577K	–	27
2024 Q4	$577K	Buy	+2,613	New	+$596K	0.58%	12
2019 Q3	–	Sell	-70	Closed	-$11K	–	123
2019 Q2	$11K	Hold	70	–	–	0.01%	148
2019 Q1	$11K	Sell	70 -1	-1%	-$150	0.01%	136
2018 Q4	$10K	Buy	+71	New	+$10.6K	0.01%	127

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MKD Wealth Coaches's IWM Position: Q1 2025 in Review

MKD Wealth Coaches sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 2,613 shares — an estimated $577K sold.

MKD Wealth Coaches first reported a position in IWM in Q4 2018 and held it in 4 quarters. The position peaked at $577K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

MKD Wealth Coaches reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
MKD Wealth Coaches sold 2,613 iShares Russell 2000 ETF shares in Q1 2025, an estimated $577K.
MKD Wealth Coaches first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 4 quarters.
MKD Wealth Coaches's iShares Russell 2000 ETF position peaked at $577K in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on MKD Wealth Coaches's 13F filing for Q1 2025, filed 10 Apr 2025.