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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
2024-03-31 $811k 13k 60.74
2023-09-30 $2.0B 7.8k 249338.09

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Legacy Financial Group

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index