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

Legacy Capital Wealth Partners’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	–	Sell	-4,933	Closed	-$333K	–	396
2026 Q1	$333K	Hold	4,933	–	–	0.07%	276
2025 Q4	$326K	Buy	4,933 +1,049	+27%	+$68.7K	0.07%	285
2025 Q3	$253K	Hold	3,884	–	–	0.06%	332
2025 Q2	$241K	Sell	3,884 -207	-5%	-$12.2K	0.05%	332
2025 Q1	$239K	Hold	4,091	–	–	0.06%	320
2024 Q4	$255K	Buy	+4,091	New	+$262K	0.06%	297
2021 Q2	–	Sell	-4,755	Closed	-$248K	–	48
2021 Q1	$248K	Buy	+4,755	New	+$237K	0.1%	72

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Capital Wealth Partners's IJH Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 4,933 shares — an estimated $333K sold.

Legacy Capital Wealth Partners first reported a position in IJH in Q1 2021 and held it in 7 quarters. The position peaked at $333K in Q1 2026. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,933 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $333K.
Legacy Capital Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 7 quarters.
Legacy Capital Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $333K in Q1 2026.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.