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

Legacy Edge 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 		$454K Buy
5,887
+74
+1% +$5.43K 0.04% 148
2026
Q1 		$393K Sell
5,813
-14
-0.2% -$971 0.04% 157
2025
Q4 		$385K Hold
5,827
– – 0.04% 157
2025
Q3 		$380K Buy
5,827
+172
+3% +$11.1K 0.04% 151
2025
Q2 		$351K Sell
5,655
-120
-2% -$7.04K 0.05% 148
2025
Q1 		$337K Buy
5,775
+225
+4% +$14K 0.05% 139
2024
Q4 		$345K Hold
5,550
– – 0.05% 133
2024
Q3 		$346K Sell
5,550
-275
-5% -$16.6K 0.06% 133
2024
Q2 		$341K Buy
5,825
+375
+7% +$22K 0.06% 132
2024
Q1 		$331K Hold
5,450
– – 0.07% 123
2023
Q4 		$302K Buy
+5,450
New +$276K 0.07% 127

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Edge Advisors's IJH Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $5.43K and bringing the position to 5,887 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #148.

Legacy Edge Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,748 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Legacy Edge Advisors held 5,887 shares of iShares Core S&P Mid-Cap ETF worth $454K as of Q2 2026.
  • Legacy Edge Advisors bought 74 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.43K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #148 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,748 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.