Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+2,293
New +$209K 0.03% 113
2025
Q1
Sell
-2,293
Closed -$209K 114
2024
Q4
$209K Buy
+2,293
New +$209K 0.03% 109
2024
Q3
Sell
-2,316
Closed -$204K 74
2024
Q2
$204K Hold
2,316
0.04% 103
2024
Q1
$211K Buy
+2,316
New +$211K 0.04% 100
2023
Q4
Sell
-2,316
Closed -$167K 251
2023
Q3
$167K Buy
+2,316
New +$167K 0.04% 100