iShares S&P MidCap 400 Index shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $90M | 1.5M | 60.74 |
| 2023-12-31 | $86M | 311k | 277.15 |
| 2023-09-30 | $78M | 313k | 249.35 |
| 2023-06-30 | $83M | 317k | 261.48 |
| 2023-03-31 | $80M | 321k | 250.16 |
| 2022-12-31 | $80M | 329k | 241.89 |
| 2022-09-30 | $70M | 318k | 219.26 |
| 2022-06-30 | $72M | 318k | 226.23 |
| 2022-03-31 | $86M | 320k | 268.34 |
| 2021-12-31 | $92M | 327k | 283.08 |
| 2021-09-30 | $88M | 333k | 263.07 |
| 2021-06-30 | $91M | 338k | 268.73 |
| 2021-03-31 | $90M | 347k | 260.28 |
| 2020-12-31 | $87M | 379k | 229.83 |
| 2020-09-30 | $74M | 397k | 185.31 |
| 2020-06-30 | $73M | 408k | 177.82 |
| 2020-03-31 | $85M | 590k | 143.86 |
| 2019-12-31 | $96M | 465k | 205.82 |
| 2019-09-30 | $89M | 462k | 193.23 |
| 2019-06-30 | $66M | 337k | 194.26 |
| 2019-03-31 | $62M | 327k | 189.40 |
| 2018-12-31 | $52M | 315k | 166.06 |
| 2018-09-30 | $64M | 319k | 201.29 |
| 2018-06-30 | $64M | 327k | 194.78 |
| 2018-03-31 | $62M | 332k | 187.57 |
| 2017-12-31 | $67M | 353k | 189.78 |
| 2017-09-30 | $64M | 355k | 178.90 |
| 2017-06-30 | $85M | 486k | 173.95 |
| 2017-03-31 | $82M | 480k | 171.22 |
| 2016-12-31 | $80M | 487k | 165.34 |
| 2016-09-30 | $76M | 493k | 154.71 |
| 2016-06-30 | $60M | 402k | 149.39 |
| 2016-03-31 | $60M | 413k | 144.19 |
| 2015-12-31 | $51M | 364k | 139.32 |
| 2015-09-30 | $48M | 348k | 136.61 |
| 2015-06-30 | $26M | 175k | 149.98 |
| 2015-03-31 | $24M | 156k | 151.98 |
| 2014-12-31 | $22M | 149k | 144.80 |