iShares S&P MidCap 400 Index shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial 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 Financial 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 Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $766k | 13k | 58.52 |
| 2024-03-31 | $3.0M | 49k | 60.74 |
| 2023-12-31 | $2.5M | 9.0k | 277.16 |
| 2023-09-30 | $2.0M | 8.0k | 249.35 |
| 2023-06-30 | $1.7M | 6.6k | 261.48 |
| 2023-03-31 | $1.5M | 6.0k | 250.16 |
| 2022-12-31 | $1.3M | 5.4k | 241.89 |
| 2022-09-30 | $899k | 4.1k | 219.38 |
| 2022-06-30 | $783k | 3.5k | 226.17 |
| 2022-03-31 | $1.1M | 4.0k | 268.36 |
| 2021-12-31 | $1.0M | 3.6k | 283.21 |
| 2021-09-30 | $954k | 3.6k | 263.03 |
| 2021-06-30 | $869k | 3.2k | 268.79 |
| 2021-03-31 | $1.7M | 6.6k | 260.22 |
| 2020-12-31 | $1.4M | 6.1k | 229.76 |
| 2020-09-30 | $1.2M | 6.4k | 185.27 |
| 2019-12-31 | $2.0M | 9.7k | 205.85 |
| 2019-09-30 | $1.8M | 9.3k | 193.22 |
| 2019-06-30 | $1.9M | 9.8k | 194.23 |
| 2019-03-31 | $1.9M | 10k | 189.39 |
| 2018-12-31 | $1.1M | 6.7k | 166.07 |
| 2018-09-30 | $1.9M | 9.3k | 201.21 |
| 2018-06-30 | $2.5M | 12k | 199.26 |
| 2018-03-31 | $2.0M | 11k | 188.01 |
| 2017-12-31 | $2.1M | 11k | 189.72 |