Legacy Financial Group (Iowa)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Legacy Financial Group (Iowa)’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	$685K	Sell	10,145 -224	-2%	-$15.5K	0.09%	71
2025 Q4	$725K	Sell	10,369 -227	-2%	-$14.9K	0.09%	71
2025 Q3	$692K	Hold	10,596	–	–	0.09%	68
2025 Q2	$657K	Sell	10,596 -176	-2%	-$10.3K	0.09%	65
2025 Q1	$629K	Sell	10,772 -721	-6%	-$44.8K	0.1%	62
2024 Q4	$716K	Sell	11,493 -715	-6%	-$45.9K	0.12%	61
2024 Q3	$761K	Buy	12,208 +49	+0.4%	+$2.96K	0.15%	46
2024 Q2	$712K	Sell	12,159 -1,200	-9%	-$70.5K	0.14%	57
2024 Q1	$811K	Buy	+13,359	New	+$756K	0.16%	50
2023 Q4	–	Sell	-39,235	Closed	-$1.96M	–	249
2023 Q3	$1.96M	Buy	+39,235	New	+$2.06M	0.46%	35

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IJH Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, selling an estimated $15.5K and leaving 10,145 shares worth $685K. The position accounts for 0.09% of the portfolio, ranked #71.

Legacy Financial Group (Iowa) first reported a position in IJH in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Legacy Financial Group (Iowa) held 10,145 shares of iShares Core S&P Mid-Cap ETF worth $685K as of Q1 2026.
Legacy Financial Group (Iowa) sold 224 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $15.5K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #71 holding.
Legacy Financial Group (Iowa) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s iShares Core S&P Mid-Cap ETF position peaked at $1.96M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.