Number of Shares
234,382.00
Current Holdings Value*
$14.54 Mil
% of Portfolio
15.33%
Total Estimate Gain
$713,497.01
% of Total Estimate Gain
3.23%

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

As of 2025-06-30, MKD WEALTH COACHES, LLC held 234,382.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.54 Mil. This investment constitutes 15.33% of their stock portfolio, and MKD WEALTH COACHES, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then MKD WEALTH COACHES, LLC has made 4 purchases of IJH, at an average price of $50.12, for a total of 440,567.00 shares. In addition, there have been 7 sales at an average price of $37.34 for 206,185.00 shares. Based on historical transaction data and IJH's current price of $64.40, MKD WEALTH COACHES, LLC's estimated gain on his IJH holdings is $713,497.01, reflecting a 3.23% gain to date.

MKD WEALTH COACHES, LLC IJH ($64.40) Holding Chart

MKD WEALTH COACHES, LLC IJH ($64.40) 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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