Legacy Financial Group (Iowa)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
10,596
-176
| -2% | -$10.9K | 0.09% | 65 |
|
|
2025
Q1 | $629K | Sell |
10,772
-721
| -6% | -$42.1K | 0.1% | 62 |
|
|
2024
Q4 | $716K | Sell |
11,493
-715
| -6% | -$44.6K | 0.12% | 61 |
|
|
2024
Q3 | $761K | Buy |
12,208
+49
| +0.4% | +$3.05K | 0.15% | 46 |
|
|
2024
Q2 | $712K | Sell |
12,159
-1,200
| -9% | -$70.2K | 0.14% | 57 |
|
|
2024
Q1 | $811K | Buy |
+13,359
| New | +$811K | 0.16% | 50 |
|
|
2023
Q4 | – | Sell |
-7,847
| Closed | -$1.96M | – | 249 |
|
|
2023
Q3 | $1.96M | Buy |
+7,847
| New | +$1.96M | 0.46% | 35 |
|