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iShares S&P MidCap 400 Growth shares owned by Legacy Financial Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth 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 Growth by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $209k 2.3k 90.98
2024-12-31 $209M 2.3k 90929.79
2024-06-30 $204k 2.3k 88.11
2024-03-31 $211k 2.3k 91.25
2023-09-30 $167M 2.3k 72240.07

More positions owned by Legacy Financial Group

J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)

View all positions for Legacy Financial Group

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth