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iShares S&P MidCap 400 Index shares owned by Legacy Solutions

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

Historical chart of Legacy Solutions 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 Solutions 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 Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 3.9k 65.26
2025-06-30 $240k 3.9k 62.01
2025-03-31 $226k 3.9k 58.36
2024-12-31 $238k 3.8k 62.32

More positions owned by Legacy Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Legacy Solutions

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