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iShares S&P MidCap 400 Value Index shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.2M 16k 137.71

More positions owned by Legacy Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Divid Etf (DIVB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Legacy Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index