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

Legacy Investment Solutions’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 		$287K Buy
+4,621
New +$271K 0.15% 66
2024
Q4 		– Sell
-155
Closed -$10.1K – 784
2024
Q3 		$10.1K Buy
+155
New +$9.35K 0.01% 311

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Investment Solutions's IJH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025: 4,621 shares worth $287K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IJH as recently as Q3 2024.

Legacy Investment Solutions first reported a position in IJH in Q3 2024 and has held it in 2 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Legacy Investment Solutions held 4,621 shares of iShares Core S&P Mid-Cap ETF worth $287K as of Q2 2025.
  • iShares Core S&P Mid-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of Legacy Investment Solutions's portfolio in Q2 2025, its #66 holding.
  • Legacy Investment Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.