Legacy Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
109,032
+233
| +0.2% | +$14.5K | 1.66% | 22 |
|
|
2025
Q1 | $6.35M | Sell |
108,799
-256
| -0.2% | -$14.9K | 1.53% | 24 |
|
|
2024
Q4 | $6.8M | Buy |
109,055
+2,385
| +2% | +$149K | 1.58% | 22 |
|
|
2024
Q3 | $6.65M | Sell |
106,670
-885
| -0.8% | -$55.2K | 1.53% | 25 |
|
|
2024
Q2 | $6.29M | Sell |
107,555
-175
| -0.2% | -$10.2K | 1.57% | 23 |
|
|
2024
Q1 | $6.54M | Sell |
107,730
-2,430
| -2% | -$148K | 1.63% | 20 |
|
|
2023
Q4 | $6.11M | Buy |
110,160
+2,245
| +2% | +$124K | 1.59% | 21 |
|
|
2023
Q3 | $5.38M | Buy |
107,915
+2,810
| +3% | +$140K | 1.56% | 17 |
|
|
2023
Q2 | $5.5M | Buy |
105,105
+1,165
| +1% | +$60.9K | 1.51% | 19 |
|
|
2023
Q1 | $5.2M | Sell |
103,940
-3,195
| -3% | -$160K | 1.55% | 21 |
|
|
2022
Q4 | $5.18M | Buy |
+107,135
| New | +$5.18M | 1.6% | 17 |
|