Legacy Financial Group (Iowa)
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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
2025
Q2 		$657K Sell
2025
Q1 		$629K Sell
2024
Q4 		$716K Sell
2024
Q3 		$761K Buy
2024
Q2 		$712K Sell
2024
Q1 		$811K Buy
2023
Q4 		– Sell
2023
Q3 		$1.96M Buy