iShares S&P MidCap 400 Index shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge 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 Edge 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 Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $454k | 5.9k | 77.11 |
| 2026-03-31 | $393k | 5.8k | 67.53 |
| 2025-12-31 | $385k | 5.8k | 66.00 |
| 2025-09-30 | $380k | 5.8k | 65.26 |
| 2025-06-30 | $351k | 5.7k | 62.02 |
| 2025-03-31 | $337k | 5.8k | 58.35 |
| 2024-12-31 | $345k | 5.6k | 62.17 |
| 2024-09-30 | $346k | 5.6k | 62.32 |
| 2024-06-30 | $341k | 5.8k | 58.52 |
| 2024-03-31 | $331k | 5.5k | 60.74 |
| 2023-12-31 | $302k | 1.1k | 277.15 |