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

Legacy Bridge’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
Q1 		$763K Buy
11,301
+608
+6% +$42.2K 0.29% 102
2025
Q4 		$706K Buy
10,693
+430
+4% +$28.2K 0.29% 102
2025
Q3 		$670K Hold
10,263
– – 0.28% 103
2025
Q2 		$637K Sell
10,263
-159
-2% -$9.33K 0.3% 100
2025
Q1 		$608K Buy
10,422
+4,502
+76% +$280K 0.34% 96
2024
Q4 		$369K Hold
5,920
– – 0.19% 118
2024
Q3 		$369K Buy
5,920
+310
+6% +$18.7K 0.2% 117
2024
Q2 		$328K Buy
5,610
+10
+0.2% +$587 0.19% 112
2024
Q1 		$340K Buy
5,600
+275
+5% +$15.6K 0.2% 111
2023
Q4 		$295K Buy
5,325
+175
+3% +$8.88K 0.19% 116
2023
Q3 		$257K Hold
5,150
– – 0.18% 125
2023
Q2 		$269K Buy
5,150
+3,150
+158% +$157K 0.18% 127
2023
Q1 		$100K Hold
2,000
– – 0.07% 172
2022
Q4 		$96.8K Hold
2,000
– – 0.07% 171
2022
Q3 		$88K Hold
2,000
– – 0.07% 167
2022
Q2 		$90K Hold
2,000
– – 0.07% 174
2022
Q1 		$107K Hold
2,000
– – 0.06% 177
2021
Q4 		$113K Hold
2,000
– – 0.06% 175
2021
Q3 		$105K Buy
2,000
+1,000
+100% +$53.8K 0.06% 172
2021
Q2 		$54K Hold
1,000
– – 0.03% 194
2021
Q1 		$52K Hold
1,000
– – 0.03% 188
2020
Q4 		$46K Hold
1,000
– – 0.03% 193
2020
Q3 		$37K Hold
1,000
– – 0.03% 190
2020
Q2 		$36K Hold
1,000
– – 0.04% 189
2020
Q1 		$29K Sell
1,000
-855
-46% -$31.8K 0.04% 185
2019
Q4 		$76K Hold
1,855
– – 0.06% 174
2019
Q3 		$72K Hold
1,855
– – 0.07% 169
2019
Q2 		$72K Hold
1,855
– – 0.07% 168
2019
Q1 		$70K Hold
1,855
– – 0.07% 165
2018
Q4 		$62K Buy
+1,855
New +$67.7K 0.08% 161

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Bridge's IJH Position: Q1 2026 in Review

Legacy Bridge increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q1 2026, buying an estimated $42.2K and bringing the position to 11,301 shares worth $763K. The position accounts for 0.29% of the portfolio, ranked #102.

Legacy Bridge first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Legacy Bridge held 11,301 shares of iShares Core S&P Mid-Cap ETF worth $763K as of Q1 2026.
  • Legacy Bridge bought 608 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $42.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of Legacy Bridge's portfolio in Q1 2026, its #102 holding.
  • Legacy Bridge first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.