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

Legacy Solutions LLC’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 Q3	$273K	Buy	3,795 +3	+0.1%	+$226	0.21%	64
2026 Q2	$292K	Buy	3,792 +609	+19%	+$44.7K	0.24%	63
2026 Q1	$215K	Sell	3,183 -692	-18%	-$48K	0.2%	74
2025 Q4	$256K	Buy	3,875 +2	+0.1%	+$131	0.22%	67
2025 Q3	$253K	Buy	3,873 +3	+0.1%	+$193	0.23%	65
2025 Q2	$240K	Buy	3,870 +4	+0.1%	+$235	0.23%	67
2025 Q1	$226K	Buy	3,866 +40	+1%	+$2.48K	0.25%	64
2024 Q4	$238K	Buy	+3,826	New	+$245K	0.26%	60

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Legacy Solutions LLC's IJH Position: Q3 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q3 2026, buying an estimated $226 and bringing the position to 3,795 shares worth $273K. The position accounts for 0.21% of the portfolio, ranked #64.

Legacy Solutions LLC first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Legacy Solutions LLC held 3,795 shares of iShares Core S&P Mid-Cap ETF worth $273K as of Q3 2026.
Legacy Solutions LLC bought 3 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $226.
iShares Core S&P Mid-Cap ETF made up 0.21% of Legacy Solutions LLC's portfolio in Q3 2026, its #64 holding.
Legacy Solutions LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's iShares Core S&P Mid-Cap ETF position peaked at $292K in Q2 2026.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.