Ownership history in Element Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in ISHARES TR (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 66,092 | +1,190 | +1.8% | 1.80% | $4.4M | $65.85 |
| 2025 Q3 | ADDED | 64,902 | +2,877 | +4.6% | 1.84% | $4.2M | $64.79 |
| 2025 Q2 | ADDED | 62,025 | +1,404 | +2.3% | 1.77% | $3.8M | $61.37 |
| 2025 Q1 | REDUCED | 60,621 | -1,054 | -1.7% | 1.90% | $3.5M | $57.56 |
| 2024 Q4 | ADDED | 61,675 | +610 | +1.0% | 2.01% | $3.8M | $61.30 |
| 2024 Q3 | REDUCED | 61,065 | -806 | -1.3% | 2.02% | $3.8M | $61.06 |
| 2024 Q2 | REDUCED | 61,871 | -5,728 | -8.5% | 2.04% | $3.6M | $57.11 |
| 2024 Q1 | ADDED | 67,599 | +53,964 | +395.8% | 2.40% | $4.1M | $59.12 |
| 2023 Q4 | REDUCED | 13,635 | -394 | -2.8% | 2.37% | $3.8M | $53.81 |
| 2023 Q3 | REDUCED | 14,029 | -557 | -3.8% | 2.52% | $3.5M | $48.20 |
As of 2025 Q4 — sorted by position size