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

Legacy Private Trust’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
Q2 		$4.54M Sell
58,864
-2,160
-4% -$158K 0.25% 75
2026
Q1 		$4.12M Sell
61,024
-10,888
-15% -$755K 0.25% 78
2025
Q4 		$4.75M Sell
71,912
-230
-0.3% -$15.1K 0.28% 70
2025
Q3 		$4.71M Sell
72,142
-3,675
-5% -$236K 0.28% 74
2025
Q2 		$4.7M Sell
75,817
-6,510
-8% -$382K 0.3% 66
2025
Q1 		$4.8M Sell
82,327
-2,360
-3% -$147K 0.33% 64
2024
Q4 		$5.28M Sell
84,687
-867
-1% -$55.6K 0.35% 63
2024
Q3 		$5.33M Sell
85,554
-475
-0.6% -$28.6K 0.36% 62
2024
Q2 		$5.03M Sell
86,029
-631
-0.7% -$37.1K 0.36% 64
2024
Q1 		$5.26M Buy
86,660
+4,875
+6% +$276K 0.38% 61
2023
Q4 		$4.53M Sell
81,785
-9,430
-10% -$478K 0.36% 66
2023
Q3 		$4.55M Buy
91,215
+90
+0.1% +$4.72K 0.39% 64
2023
Q2 		$4.77M Sell
91,125
-9,940
-10% -$494K 0.39% 63
2023
Q1 		$5.06M Sell
101,065
-365
-0.4% -$18.6K 0.43% 65
2022
Q4 		$4.91M Buy
101,430
+5,370
+6% +$259K 0.44% 68
2022
Q3 		$4.21M Sell
96,060
-710
-0.7% -$34.3K 0.4% 68
2022
Q2 		$4.38M Buy
96,770
+795
+0.8% +$39.2K 0.39% 71
2022
Q1 		$5.15M Sell
95,975
-615
-0.6% -$32.7K 0.4% 68
2021
Q4 		$5.47M Buy
96,590
+1,120
+1% +$62.3K 0.41% 63
2021
Q3 		$5.02M Buy
95,470
+4,350
+5% +$234K 0.41% 69
2021
Q2 		$4.9M Buy
91,120
+9,660
+12% +$522K 0.41% 67
2021
Q1 		$4.24M Buy
81,460
+5,410
+7% +$270K 0.38% 73
2020
Q4 		$3.5M Hold
76,050
– – 0.33% 76
2020
Q3 		$2.82M Sell
76,050
-3,550
-4% -$133K 0.29% 83
2020
Q2 		$2.83M Sell
79,600
-9,105
-10% -$302K 0.31% 86
2020
Q1 		$2.55M Sell
88,705
-1,335
-1% -$49.6K 0.33% 79
2019
Q4 		$3.71M Buy
90,040
+650
+0.7% +$25.8K 0.39% 70
2019
Q3 		$3.46M Sell
89,390
-125
-0.1% -$4.8K 0.39% 68
2019
Q2 		$3.48M Buy
89,515
+1,115
+1% +$42.7K 0.4% 68
2019
Q1 		$3.35M Sell
88,400
-5,950
-6% -$220K 0.4% 68
2018
Q4 		$3.13M Sell
94,350
-3,300
-3% -$120K 0.4% 67
2018
Q3 		$3.93M Sell
97,650
-3,990
-4% -$160K 0.44% 58
2018
Q2 		$3.96M Sell
101,640
-660
-0.6% -$25.5K 0.47% 54
2018
Q1 		$3.84M Sell
102,300
-1,105
-1% -$42.3K 0.45% 57
2017
Q4 		$3.92M Sell
103,405
-3,320
-3% -$123K 0.46% 59
2017
Q3 		$3.82M Sell
106,725
-1,825
-2% -$63.6K 0.46% 57
2017
Q2 		$3.78M Sell
108,550
-4,510
-4% -$156K 0.48% 55
2017
Q1 		$3.87M Sell
113,060
-835
-0.7% -$28.4K 0.5% 60
2016
Q4 		$3.77M Sell
113,895
-103,255
-48% -$3.27M 0.51% 58
2016
Q3 		$6.72M Sell
217,150
-61,545
-22% -$1.9M 0.91% 27
2016
Q2 		$8.33M Sell
278,695
-203,260
-42% -$5.96M 1.21% 14
2016
Q1 		$13.9M Buy
481,955
+112,810
+31% +$3.01M 2.1% 6
2015
Q4 		$10.3M Buy
369,145
+109,645
+42% +$3.13M 1.56% 8
2015
Q3 		$7.09M Sell
259,500
-255,270
-50% -$7.42M 1.12% 19
2015
Q2 		$15.4M Sell
514,770
-64,485
-11% -$1.97M 2.33% 5
2015
Q1 		$17.6M Buy
579,255
+289,285
+100% +$8.56M 2.58% 5
2014
Q4 		$8.4M Sell
289,970
-33,130
-10% -$931K 1.23% 15
2014
Q3 		$8.84M Buy
323,100
+282,460
+695% +$7.96M 1.35% 14
2014
Q2 		$1.16M Sell
40,640
-510,060
-93% -$14M 0.18% 128
2014
Q1 		$15.1M Buy
550,700
+393,720
+251% +$10.6M 2.64% 9
2013
Q4 		$4.2M Sell
156,980
-344,150
-69% -$8.88M 0.77% 31
2013
Q3 		$12.4M Sell
501,130
-23,020
-4% -$562K 2.63% 10
2013
Q2 		$12.1M Buy
+524,150
New +$12.2M 2.85% 8

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Legacy Private Trust's IJH Position: Q2 2026 in Review

Legacy Private Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q2 2026, selling an estimated $158K and leaving 58,864 shares worth $4.54M. The position accounts for 0.25% of the portfolio, ranked #75.

Legacy Private Trust first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.6M in Q1 2015. 835 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Legacy Private Trust held 58,864 shares of iShares Core S&P Mid-Cap ETF worth $4.54M as of Q2 2026.
  • Legacy Private Trust sold 2,160 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $158K.
  • iShares Core S&P Mid-Cap ETF made up 0.25% of Legacy Private Trust's portfolio in Q2 2026, its #75 holding.
  • Legacy Private Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's iShares Core S&P Mid-Cap ETF position peaked at $17.6M in Q1 2015.
  • 835 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.