iShares S&P MidCap 400 Growth shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $601k | 6.5k | 91.93 |
| 2024-06-30 | $576k | 6.5k | 88.11 |
| 2024-03-31 | $596k | 6.5k | 91.25 |
| 2023-12-31 | $583k | 7.4k | 79.22 |
| 2023-09-30 | $532k | 7.4k | 72.24 |
| 2023-06-30 | $552k | 7.4k | 75.00 |
| 2023-03-31 | $526k | 7.4k | 71.51 |
| 2022-12-31 | $503k | 7.4k | 68.34 |
| 2022-09-30 | $471k | 7.5k | 63.00 |
| 2022-06-30 | $489k | 7.7k | 63.71 |
| 2022-03-31 | $624k | 8.1k | 77.27 |
| 2021-12-31 | $689k | 8.1k | 85.31 |
| 2021-09-30 | $640k | 8.1k | 79.25 |
| 2021-06-30 | $654k | 8.1k | 80.98 |
| 2021-03-31 | $649k | 8.3k | 78.38 |
| 2020-12-31 | $604k | 8.4k | 72.18 |
| 2020-09-30 | $500k | 2.1k | 239.01 |
| 2020-06-30 | $437k | 1.9k | 224.22 |
| 2020-03-31 | $348k | 1.9k | 178.55 |
| 2019-12-31 | $464k | 1.9k | 238.07 |
| 2019-09-30 | $447k | 2.0k | 223.84 |
| 2019-06-30 | $403k | 1.8k | 226.40 |
| 2019-03-31 | $390k | 1.8k | 219.10 |
| 2018-12-31 | $340k | 1.8k | 191.01 |
| 2018-09-30 | $415k | 1.8k | 233.15 |
| 2018-06-30 | $447k | 2.0k | 224.85 |
| 2018-03-31 | $467k | 2.1k | 218.43 |
| 2017-12-31 | $463k | 2.1k | 215.75 |
| 2017-09-30 | $434k | 2.1k | 202.24 |
| 2017-06-30 | $497k | 2.5k | 196.52 |
| 2017-03-31 | $584k | 3.1k | 190.91 |
| 2016-12-31 | $557k | 3.1k | 182.09 |
| 2016-09-30 | $537k | 3.1k | 174.75 |
| 2016-06-30 | $520k | 3.1k | 169.22 |
| 2016-03-31 | $655k | 4.0k | 162.71 |
| 2015-12-31 | $855k | 5.3k | 160.93 |
| 2015-09-30 | $2.2M | 14k | 157.07 |
| 2015-06-30 | $2.4M | 14k | 169.50 |
| 2015-03-31 | $2.4M | 14k | 171.54 |
| 2014-12-31 | $3.1M | 19k | 159.65 |
| 2014-09-30 | $2.9M | 19k | 151.43 |
| 2014-06-30 | $3.3M | 21k | 157.09 |
| 2014-03-31 | $3.4M | 22k | 152.92 |
| 2013-12-31 | $3.3M | 22k | 150.20 |
| 2013-09-30 | $3.8M | 27k | 139.12 |
| 2013-06-30 | $4.0M | 31k | 128.83 |
| 2012-12-31 | $4.4M | 39k | 114.40 |
| 2012-09-30 | $5.0M | 45k | 111.97 |
| 2012-06-30 | $5.1M | 48k | 105.85 |
| 2012-03-31 | $5.4M | 48k | 112.44 |
| 2011-12-31 | $4.7M | 48k | 98.73 |
| 2011-09-30 | $8.6M | 96k | 89.84 |
| 2011-06-30 | $18M | 160k | 110.95 |
| 2011-03-31 | $899k | 8.1k | 110.37 |
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