iShares S&P MidCap 400 Index shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Legacy Private 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 Index by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 87k | 60.74 |
| 2023-12-31 | $4.5M | 16k | 277.15 |
| 2023-09-30 | $4.5M | 18k | 249.35 |
| 2023-06-30 | $4.8M | 18k | 261.48 |
| 2023-03-31 | $5.1M | 20k | 250.16 |
| 2022-12-31 | $4.9M | 20k | 241.89 |
| 2022-09-30 | $4.2M | 19k | 219.24 |
| 2022-06-30 | $4.4M | 19k | 226.21 |
| 2022-03-31 | $5.2M | 19k | 268.35 |
| 2021-12-31 | $5.5M | 19k | 283.10 |
| 2021-09-30 | $5.0M | 19k | 263.07 |
| 2021-06-30 | $4.9M | 18k | 268.71 |
| 2021-03-31 | $4.2M | 16k | 260.25 |
| 2020-12-31 | $3.5M | 15k | 229.85 |
| 2020-09-30 | $2.8M | 15k | 185.34 |
| 2020-06-30 | $2.8M | 16k | 177.83 |
| 2020-03-31 | $2.6M | 18k | 143.85 |
| 2019-12-31 | $3.7M | 18k | 205.80 |
| 2019-09-30 | $3.5M | 18k | 193.25 |
| 2019-06-30 | $3.5M | 18k | 194.27 |
| 2019-03-31 | $3.3M | 18k | 189.42 |
| 2018-12-31 | $3.1M | 19k | 166.08 |
| 2018-09-30 | $3.9M | 20k | 201.28 |
| 2018-06-30 | $4.0M | 20k | 194.76 |
| 2018-03-31 | $3.8M | 21k | 187.59 |
| 2017-12-31 | $3.9M | 21k | 189.79 |
| 2017-09-30 | $3.8M | 21k | 178.92 |
| 2017-06-30 | $3.8M | 22k | 173.93 |
| 2017-03-31 | $3.9M | 23k | 171.24 |
| 2016-12-31 | $3.8M | 23k | 165.33 |
| 2016-09-30 | $6.7M | 43k | 154.71 |
| 2016-06-30 | $8.3M | 56k | 149.39 |
| 2016-03-31 | $14M | 96k | 144.19 |
| 2015-12-31 | $10M | 74k | 139.32 |
| 2015-09-30 | $7.1M | 52k | 136.61 |
| 2015-06-30 | $15M | 103k | 149.98 |
| 2015-03-31 | $18M | 116k | 151.98 |
| 2014-12-31 | $8.4M | 58k | 144.81 |
| 2014-09-30 | $8.8M | 65k | 136.74 |
| 2014-06-30 | $1.2M | 8.1k | 143.09 |
| 2014-03-31 | $15M | 110k | 137.47 |
| 2013-12-31 | $4.2M | 31k | 133.81 |
| 2013-09-30 | $12M | 100k | 124.14 |
| 2013-06-30 | $12M | 105k | 115.50 |
| 2012-09-30 | $14M | 143k | 98.68 |
| 2012-06-30 | $13M | 139k | 94.17 |
| 2012-03-31 | $14M | 139k | 99.22 |
| 2011-12-31 | $13M | 143k | 87.61 |
| 2011-09-30 | $8.3M | 106k | 77.99 |
| 2011-06-30 | $17M | 173k | 97.70 |
| 2011-03-31 | $13M | 132k | 98.71 |