Number of Shares
10,825.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
3.88%
Total Estimate Gain
$186,089.67
% of Total Estimate Gain
5.05%

MKD WEALTH COACHES, LLC's iShares Russell 1000 ETF Holding Summary

As of 2025-06-30, MKD WEALTH COACHES, LLC held 10,825.00 shares of iShares Russell 1000 ETF(IWB), totaling $3.68 Mil. This investment constitutes 3.88% of their stock portfolio, and MKD WEALTH COACHES, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2024Q4. And since then MKD WEALTH COACHES, LLC has made 1 purchases of IWB, at an average price of $324.13, for a total of 11,372.00 shares. In addition, there have been 2 sales at an average price of $315.24 for 547.00 shares. Based on historical transaction data and IWB's current price of $341.77, MKD WEALTH COACHES, LLC's estimated gain on his IWB holdings is $186,089.67, reflecting a 5.05% gain to date.

MKD WEALTH COACHES, LLC IWB ($341.77) Holding Chart

MKD WEALTH COACHES, LLC IWB ($341.77) 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 %

Top Ranked Articles

  • 1