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

Legacy Wealth Management (Tennessee)’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 		$100M Sell
1,301,904
-22,349
-2% -$1.64M 5.25% 7
2026
Q1 		$89.4M Sell
1,324,253
-25,743
-2% -$1.79M 5.22% 7
2025
Q4 		$89.1M Sell
1,349,996
-25,901
-2% -$1.7M 5.13% 7
2025
Q3 		$89.8M Sell
1,375,897
-12,915
-0.9% -$830K 5.29% 7
2025
Q2 		$86.1M Buy
1,388,812
+43,570
+3% +$2.56M 5.36% 7
2025
Q1 		$78.5M Sell
1,345,242
-15,331
-1% -$952K 5.23% 7
2024
Q4 		$84.8M Sell
1,360,573
-48,681
-3% -$3.12M 5.44% 7
2024
Q3 		$87.8M Sell
1,409,254
-29,619
-2% -$1.79M 5.69% 7
2024
Q2 		$84.2M Sell
1,438,873
-39,850
-3% -$2.34M 6.09% 7
2024
Q1 		$89.8M Sell
1,478,723
-78,242
-5% -$4.43M 6.62% 7
2023
Q4 		$86.3M Sell
1,556,965
-6,240
-0.4% -$316K 6.83% 6
2023
Q3 		$78M Sell
1,563,205
-21,205
-1% -$1.11M 6.81% 6
2023
Q2 		$82.9M Sell
1,584,410
-18,850
-1% -$937K 7.01% 6
2023
Q1 		$80.2M Sell
1,603,260
-42,025
-3% -$2.14M 7.17% 6
2022
Q4 		$79.6M Buy
1,645,285
+58,035
+4% +$2.8M 7.61% 5
2022
Q3 		$69.6M Sell
1,587,250
-2,305
-0.1% -$111K 7.23% 5
2022
Q2 		$71.9M Sell
1,589,555
-9,060
-0.6% -$447K 8.79% 6
2022
Q1 		$85.8M Sell
1,598,615
-33,725
-2% -$1.8M 10.24% 5
2021
Q4 		$92.4M Sell
1,632,340
-30,310
-2% -$1.69M 10.6% 5
2021
Q3 		$87.5M Sell
1,662,650
-25,495
-2% -$1.37M 10.98% 5
2021
Q2 		$90.7M Sell
1,688,145
-48,845
-3% -$2.64M 11.38% 5
2021
Q1 		$90.4M Sell
1,736,990
-155,740
-8% -$7.78M 12.07% 3
2020
Q4 		$87M Sell
1,892,730
-94,435
-5% -$3.98M 11.55% 4
2020
Q3 		$73.6M Sell
1,987,165
-52,810
-3% -$1.97M 11.25% 4
2020
Q2 		$72.5M Sell
2,039,975
-907,615
-31% -$30.1M 11.85% 3
2020
Q1 		$84.8M Buy
2,947,590
+623,270
+27% +$23.2M 15.4% 3
2019
Q4 		$95.7M Buy
2,324,320
+14,370
+0.6% +$569K 14.51% 3
2019
Q3 		$89.3M Buy
2,309,950
+622,740
+37% +$23.9M 14.61% 3
2019
Q2 		$65.6M Buy
1,687,210
+53,255
+3% +$2.04M 11.82% 3
2019
Q1 		$61.9M Buy
1,633,955
+60,860
+4% +$2.25M 12.05% 3
2018
Q4 		$52.2M Sell
1,573,095
-19,395
-1% -$708K 11.49% 3
2018
Q3 		$64.1M Sell
1,592,490
-42,115
-3% -$1.69M 12.85% 3
2018
Q2 		$63.7M Sell
1,634,605
-23,415
-1% -$905K 14.96% 3
2018
Q1 		$62.2M Sell
1,658,020
-106,380
-6% -$4.07M 15.25% 2
2017
Q4 		$67M Sell
1,764,400
-12,785
-0.7% -$473K 16.11% 2
2017
Q3 		$63.6M Sell
1,777,185
-651,535
-27% -$22.7M 16.18% 2
2017
Q2 		$84.5M Buy
2,428,720
+31,140
+1% +$1.07M 20.42% 2
2017
Q1 		$82.1M Sell
2,397,580
-35,280
-1% -$1.2M 20.61% 2
2016
Q4 		$80.4M Sell
2,432,860
-33,060
-1% -$1.05M 21.12% 2
2016
Q3 		$76.3M Buy
2,465,920
+455,800
+23% +$14.1M 20.8% 2
2016
Q2 		$60.1M Sell
2,010,120
-56,120
-3% -$1.65M 17.75% 2
2016
Q1 		$59.6M Buy
2,066,240
+248,305
+14% +$6.63M 17.92% 2
2015
Q4 		$50.7M Buy
1,817,935
+78,245
+4% +$2.24M 14.21% 2
2015
Q3 		$47.5M Buy
1,739,690
+866,545
+99% +$25.2M 18.15% 2
2015
Q2 		$26.2M Buy
873,145
+91,845
+12% +$2.8M 10.73% 2
2015
Q1 		$23.7M Buy
781,300
+36,010
+5% +$1.07M 9.87% 3
2014
Q4 		$21.6M Buy
+745,290
New +$20.9M 7.74% 4

Other funds holding IJH

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $1.64M and leaving 1,301,904 shares worth $100M. The position accounts for 5.25% of the portfolio, ranked #7.

Legacy Wealth Management (Tennessee) first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 1,301,904 shares of iShares Core S&P Mid-Cap ETF worth $100M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 22,349 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.64M.
  • iShares Core S&P Mid-Cap ETF made up 5.25% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #7 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.