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Legacy Capital Wealth Partners »

iShares S&P MidCap 400 Index shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners 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 Capital Wealth Partners 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 Capital Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$326k	4.9k	66.00
2025-09-30	$254k	3.9k	65.26
2025-06-30	$241k	3.9k	62.02
2025-03-31	$239k	4.1k	58.35
2024-12-31	$255k	4.1k	62.31
2021-03-31	$248k	951	260.78

More positions owned by Legacy Capital Wealth Partners

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Spdr S&p 500 Etf Tr Tr Unit (SPY)

Gap (GAP)

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Invesco Exchange Traded Fd T Buyback Achiev (PKW)

NVIDIA Corporation (NVDA)

Apple (AAPL)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)

EOG Resources (EOG)

View all positions for Legacy Capital Wealth Partners

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