Legacy Wealth Management (Idaho)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.07M	Buy	13,901 +5,170	+59%	+$379K	0.44%	58
2026 Q1	$590K	Buy	8,731 +3,927	+82%	+$272K	0.29%	70
2025 Q4	$317K	Sell	4,804 -283	-6%	-$18.5K	0.15%	81
2025 Q3	$332K	Buy	5,087 +466	+10%	+$29.9K	0.15%	76
2025 Q2	$287K	Sell	4,621 -1,531	-25%	-$89.9K	0.15%	66
2025 Q1	$359K	Buy	+6,152	New	+$382K	0.25%	52
2024 Q4	–	Sell	-155	Closed	-$10.1K	–	784
2024 Q3	$10.1K	Buy	+155	New	+$9.35K	0.01%	311

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IJH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 59% in Q2 2026, buying an estimated $379K and bringing the position to 13,901 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #58.

Legacy Wealth Management (Idaho) first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Legacy Wealth Management (Idaho) held 13,901 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 5,170 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $379K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #58 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.