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iShares S&P MidCap 400 Growth shares owned by Legacy Trust

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

Historical chart of Legacy Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $299k 3.8k 79.22
2023-09-30 $327k 4.5k 72.24
2022-12-31 $450k 6.6k 68.30

More positions owned by Legacy Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
State Street ETF/USA Tr Unit (SPY)
United Rentals (URI)
Visa Com Cl A (V)
Ishares Core S&p500 Etf (IVV)
W.W. Grainger (GWW)
Palo Alto Networks (PANW)
Lennar Corp Cl A (LEN)
Alphabet Cap Stk Cl A (GOOGL)
iShares ETFs/USA Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
American Express Company (AXP)

View all positions for Legacy Trust

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
Main Management
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth