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

Legacy 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
Q1 		$7.79M Buy
115,330
+5,001
+5% +$347K 1.49% 23
2025
Q4 		$7.28M Sell
110,329
-61
-0.1% -$4K 1.36% 24
2025
Q3 		$7.2M Buy
110,390
+1,358
+1% +$87.3K 1.42% 25
2025
Q2 		$6.76M Buy
109,032
+233
+0.2% +$13.7K 1.66% 22
2025
Q1 		$6.35M Sell
108,799
-256
-0.2% -$15.9K 1.53% 24
2024
Q4 		$6.8M Buy
109,055
+2,385
+2% +$153K 1.58% 22
2024
Q3 		$6.65M Sell
106,670
-885
-0.8% -$53.4K 1.53% 25
2024
Q2 		$6.29M Sell
107,555
-175
-0.2% -$10.3K 1.57% 23
2024
Q1 		$6.54M Sell
107,730
-2,430
-2% -$138K 1.63% 20
2023
Q4 		$6.11M Buy
110,160
+2,245
+2% +$114K 1.59% 21
2023
Q3 		$5.38M Buy
107,915
+2,810
+3% +$147K 1.56% 17
2023
Q2 		$5.5M Buy
105,105
+1,165
+1% +$57.9K 1.51% 19
2023
Q1 		$5.2M Sell
103,940
-3,195
-3% -$163K 1.55% 21
2022
Q4 		$5.18M Buy
+107,135
New +$5.18M 1.6% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Trust's IJH Position: Q1 2026 in Review

Legacy Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.5% in Q1 2026, buying an estimated $347K and bringing the position to 115,330 shares worth $7.79M. The position accounts for 1.49% of the portfolio, ranked #23.

Legacy Trust first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Legacy Trust held 115,330 shares of iShares Core S&P Mid-Cap ETF worth $7.79M as of Q1 2026.
  • Legacy Trust bought 5,001 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $347K.
  • iShares Core S&P Mid-Cap ETF made up 1.49% of Legacy Trust's portfolio in Q1 2026, its #23 holding.
  • Legacy Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.