Chemistry Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
3,520
| – | – | 0.05% | 182 |
|
|
2025
Q1 | $205K | Hold |
3,520
| – | – | 0.05% | 179 |
|
|
2024
Q4 | $219K | Hold |
3,520
| – | – | 0.05% | 165 |
|
|
2024
Q3 | $219K | Hold |
3,520
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $206K | Sell |
3,520
-415
| -11% | -$24.3K | 0.05% | 159 |
|
|
2024
Q1 | $239K | Hold |
3,935
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $218K | Sell |
3,935
-145
| -4% | -$8.04K | 0.07% | 140 |
|
|
2023
Q3 | $204K | Buy |
4,080
+220
| +6% | +$11K | 0.07% | 138 |
|
|
2023
Q2 | $202K | Buy |
+3,860
| New | +$202K | 0.07% | 140 |
|
|
2023
Q1 | – | Sell |
-4,250
| Closed | -$206K | – | 144 |
|
|
2022
Q4 | $206K | Buy |
+4,250
| New | +$206K | 0.08% | 133 |
|
|
2022
Q2 | – | Sell |
-4,250
| Closed | -$228K | – | 138 |
|
|
2022
Q1 | $228K | Sell |
4,250
-9,025
| -68% | -$484K | 0.08% | 127 |
|
|
2021
Q4 | $752K | Buy |
+13,275
| New | +$752K | 0.63% | 33 |
|