Number of Shares
13,970.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
1.61%
Total Estimate Gain
$4.51 Mil
% of Total Estimate Gain
22.93%

MKD WEALTH COACHES, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, MKD WEALTH COACHES, LLC held 13,970.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.53 Mil. This investment constitutes 1.61% of their stock portfolio, and MKD WEALTH COACHES, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then MKD WEALTH COACHES, LLC has made 6 purchases of IJR, at an average price of $85.81, for a total of 229,123.00 shares. In addition, there have been 9 sales at an average price of $105.01 for 215,153.00 shares. Based on historical transaction data and IJR's current price of $112.82, MKD WEALTH COACHES, LLC's estimated gain on his IJR holdings is $4.51 Mil, reflecting a 22.93% gain to date.

MKD WEALTH COACHES, LLC IJR ($112.82) Holding Chart

MKD WEALTH COACHES, LLC IJR ($112.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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