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iShares S&P MidCap 400 Index shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 3.4k 65.27
2025-06-30 $207k 3.3k 62.02

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Legacy Financial Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index