Legend Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Legend Financial Advisors’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
2024 Q3	–	Sell	-590	Closed	-$34.5K	–	216
2024 Q2	$34.5K	Hold	590	–	–	0.02%	74
2024 Q1	$35.8K	Hold	590	–	–	0.03%	67
2023 Q4	$32.7K	Hold	590	–	–	0.03%	69
2023 Q3	$29.4K	Hold	590	–	–	0.03%	78
2023 Q2	$30.9K	Sell	590 -290	-33%	-$14.4K	0.03%	81
2023 Q1	$44K	Hold	880	–	–	0.04%	69
2022 Q4	$42.6K	Hold	880	–	–	0.04%	74
2022 Q3	$38.6K	Buy	+880	New	+$42.5K	0.04%	71

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legend Financial Advisors's IJH Position: Q3 2024 in Review

Legend Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 590 shares — an estimated $34.5K sold.

Legend Financial Advisors first reported a position in IJH in Q3 2022 and held it in 8 quarters. The position peaked at $44K in Q1 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Legend Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Legend Financial Advisors sold 590 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $34.5K.
Legend Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 8 quarters.
Legend Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $44K in Q1 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.