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 |
|---|---|---|---|
| 2025-06-30 | $657k | 11k | 62.02 |
| 2025-03-31 | $629k | 11k | 58.35 |
| 2024-12-31 | $716M | 12k | 62312.45 |
| 2024-09-30 | $761k | 12k | 62.32 |
| 2024-06-30 | $712k | 12k | 58.52 |
| 2024-03-31 | $811k | 13k | 60.74 |
| 2023-09-30 | $2.0B | 7.8k | 249338.09 |