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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
Q3 		$8.32M Buy
113,499
+2,549
+2% +$192K 1.39% 22
2026
Q2 		$8.56M Sell
110,950
-4,380
-4% -$321K 1.51% 20
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Legacy Trust's IJH Position: Q3 2026 in Review

Legacy Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q3 2026, buying an estimated $192K and bringing the position to 113,499 shares worth $8.32M. The position accounts for 1.39% of the portfolio, ranked #22.

Legacy Trust first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.56M in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Legacy Trust held 113,499 shares of iShares Core S&P Mid-Cap ETF worth $8.32M as of Q3 2026.
  • Legacy Trust bought 2,549 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $192K.
  • iShares Core S&P Mid-Cap ETF made up 1.39% of Legacy Trust's portfolio in Q3 2026, its #22 holding.
  • Legacy Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares Core S&P Mid-Cap ETF position peaked at $8.56M 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 Trust's 13F filing for Q3 2026, filed 6 Nov 2026.