Legacy Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Legacy Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Hold	21,044	–	–	0.15%	79
2026 Q1	$1.42M	Buy	21,044 +308	+1%	+$21.4K	0.17%	76
2025 Q4	$1.37M	Buy	20,736 +742	+4%	+$48.6K	0.15%	86
2025 Q3	$1.3M	Buy	+19,994	New	+$1.28M	0.16%	85
2025 Q2	–	Sell	-19,994	Closed	-$1.17M	–	196
2025 Q1	$1.17M	Sell	19,994 -375	-2%	-$23.3K	0.12%	142
2024 Q4	$1.27M	Hold	20,369	–	–	0.12%	128
2024 Q3	$1.27M	Buy	20,369 +534	+3%	+$32.2K	0.14%	126
2024 Q2	$1.16M	Hold	19,835	–	–	0.14%	112
2024 Q1	$1.2M	Buy	19,835 +390	+2%	+$22.1K	0.15%	120
2023 Q4	$1.08M	Sell	19,445 -33,935	-64%	-$1.72M	0.14%	124
2023 Q3	$2.67M	Buy	53,380 +730	+1%	+$38.3K	0.43%	59
2023 Q2	$2.75M	Buy	52,650 +2,420	+5%	+$120K	0.41%	55
2023 Q1	$2.51M	Hold	50,230	–	–	0.46%	54
2022 Q4	$2.43M	Buy	50,230 +37,180	+285%	+$1.8M	0.44%	49
2022 Q3	$572K	Hold	13,050	–	–	0.13%	107
2022 Q2	$590K	Hold	13,050	–	–	0.12%	105
2022 Q1	$700K	Buy	+13,050	New	+$695K	0.14%	96
2020 Q1	–	Sell	-10,945	Closed	-$451K	–	115
2019 Q4	$451K	Hold	10,945	–	–	0.29%	67
2019 Q3	$423K	Buy	10,945 +2,000	+22%	+$76.9K	0.32%	64
2019 Q2	$348K	Sell	8,945 -8,945	-50%	-$343K	0.24%	80
2019 Q1	$678K	Buy	17,890 +8,945	+100%	+$330K	0.22%	84
2018 Q4	$297K	Hold	8,945	–	–	0.23%	89
2018 Q3	$362K	Buy	8,945 +8,500	+1,910%	+$342K	0.18%	103
2018 Q2	$17K	Hold	445	–	–	0.01%	267
2018 Q1	$17K	Buy	+445	New	+$17K	0.01%	221

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Legacy Advisors's IJH Position: Q2 2026 in Review

Legacy Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 21,044 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #79.

Legacy Advisors first reported a position in IJH in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.75M in Q2 2023. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Legacy Advisors held 21,044 shares of iShares Core S&P Mid-Cap ETF worth $1.62M as of Q2 2026.
Legacy Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of Legacy Advisors's portfolio in Q2 2026, its #79 holding.
Legacy Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 25 quarters since.
Legacy Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.75M in Q2 2023.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.