iShares S&P MidCap 400 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 20k | 60.74 |
| 2023-12-31 | $1.1M | 3.9k | 277.15 |
| 2023-09-30 | $2.7M | 11k | 250.49 |
| 2023-06-30 | $2.8M | 11k | 261.48 |
| 2023-03-31 | $2.5M | 10k | 250.16 |
| 2022-12-31 | $2.4M | 10k | 241.89 |
| 2022-09-30 | $572k | 2.6k | 219.16 |
| 2022-06-30 | $590k | 2.6k | 226.05 |
| 2022-03-31 | $700k | 2.6k | 268.20 |
| 2019-12-31 | $451k | 2.2k | 206.03 |
| 2019-09-30 | $423k | 2.2k | 193.24 |
| 2019-06-30 | $348k | 1.8k | 194.52 |
| 2019-03-31 | $339k | 1.8k | 189.49 |
| 2018-12-31 | $297k | 1.8k | 166.01 |
| 2018-09-30 | $362k | 1.8k | 202.35 |
| 2018-06-30 | $17k | 89 | 191.01 |
| 2018-03-31 | $17k | 89 | 191.01 |