Chemistry Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Chemistry Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	3,520	–	–	0.04%	183
2026 Q1	$238K	Hold	3,520	–	–	0.04%	186
2025 Q4	$232K	Hold	3,520	–	–	0.04%	180
2025 Q3	$230K	Hold	3,520	–	–	0.04%	189
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%	166
2024 Q2	$206K	Sell	3,520 -415	-11%	-$24.4K	0.05%	159
2024 Q1	$239K	Hold	3,935	–	–	0.06%	145
2023 Q4	$218K	Sell	3,935 -145	-4%	-$7.35K	0.07%	140
2023 Q3	$204K	Buy	4,080 +220	+6%	+$11.5K	0.07%	138
2023 Q2	$202K	Buy	+3,860	New	+$192K	0.07%	140
2023 Q1	–	Sell	-4,250	Closed	-$206K	–	144
2022 Q4	$206K	Buy	+4,250	New	+$205K	0.08%	133
2022 Q2	–	Sell	-4,250	Closed	-$228K	–	139
2022 Q1	$228K	Sell	4,250 -9,025	-68%	-$480K	0.08%	127
2021 Q4	$752K	Buy	+13,275	New	+$739K	0.63%	33

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Chemistry Wealth Management's IJH Position: Q2 2026 in Review

Chemistry Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,520 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #183.

Chemistry Wealth Management first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. The position peaked at $752K in Q4 2021. 1,503 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Chemistry Wealth Management held 3,520 shares of iShares Core S&P Mid-Cap ETF worth $271K as of Q2 2026.
Chemistry Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #183 holding.
Chemistry Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Chemistry Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $752K in Q4 2021.
1,503 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.