Cahaba Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136M | Buy |
2,020,659
+62,411
| +3% | +$4.33M | 9.26% | 4 |
|
|
2025
Q4 | $129M | Buy |
1,958,248
+86,210
| +5% | +$5.65M | 9% | 4 |
|
|
2025
Q3 | $122M | Buy |
1,872,038
+64,153
| +4% | +$4.12M | 8.85% | 4 |
|
|
2025
Q2 | $112M | Sell |
1,807,885
-89,751
| -5% | -$5.27M | 8.71% | 4 |
|
|
2025
Q1 | $111M | Buy |
1,897,636
+48,351
| +3% | +$3M | 9.16% | 4 |
|
|
2024
Q4 | $115M | Buy |
1,849,285
+29,154
| +2% | +$1.87M | 9.54% | 3 |
|
|
2024
Q3 | $113M | Buy |
1,820,131
+45,966
| +3% | +$2.77M | 9.36% | 4 |
|
|
2024
Q2 | $104M | Buy |
1,774,165
+37,899
| +2% | +$2.23M | 9.16% | 4 |
|
|
2024
Q1 | $105M | Buy |
1,736,266
+69,996
| +4% | +$3.96M | 9.59% | 4 |
|
|
2023
Q4 | $92.4M | Buy |
1,666,270
+62,740
| +4% | +$3.18M | 9.16% | 4 |
|
|
2023
Q3 | $80M | Buy |
1,603,530
+41,610
| +3% | +$2.18M | 8.81% | 4 |
|
|
2023
Q2 | $81.7M | Buy |
1,561,920
+41,880
| +3% | +$2.08M | 8.83% | 4 |
|
|
2023
Q1 | $76.1M | Buy |
1,520,040
+59,730
| +4% | +$3.04M | 8.7% | 4 |
|
|
2022
Q4 | $70.6M | Buy |
1,460,310
+84,345
| +6% | +$4.07M | 8.77% | 4 |
|
|
2022
Q3 | $60.3M | Buy |
1,375,965
+49,465
| +4% | +$2.39M | 8.34% | 4 |
|
|
2022
Q2 | $60M | Buy |
1,326,500
+97,555
| +8% | +$4.82M | 8.57% | 4 |
|
|
2022
Q1 | $61.3M | Buy |
1,228,945
+104,410
| +9% | +$5.56M | 8.41% | 4 |
|
|
2021
Q4 | $63.7M | Buy |
1,124,535
+60,365
| +6% | +$3.36M | 8.45% | 4 |
|
|
2021
Q3 | $56M | Buy |
1,064,170
+31,300
| +3% | +$1.68M | 8.24% | 4 |
|
|
2021
Q2 | $55.7M | Sell |
1,032,870
-65,350
| -6% | -$3.53M | 8.61% | 4 |
|
|
2021
Q1 | $57.2M | Buy |
1,098,220
+2,485
| +0.2% | +$124K | 8.86% | 4 |
|
|
2020
Q4 | $53.8M | Buy |
1,095,735
+44,815
| +4% | +$1.89M | 8.86% | 4 |
|
|
2020
Q3 | $38.9M | Buy |
1,050,920
+55,575
| +6% | +$2.08M | 7.69% | 4 |
|
|
2020
Q2 | $37.5M | Buy |
995,345
+81,130
| +9% | +$2.69M | 7.75% | 4 |
|
|
2020
Q1 | $26.3M | Buy |
914,215
+10,630
| +1% | +$395K | 6.7% | 4 |
|
|
2019
Q4 | $37.2M | Buy |
903,585
+46,520
| +5% | +$1.84M | 8.24% | 4 |
|
|
2019
Q3 | $33.1M | Buy |
857,065
+51,005
| +6% | +$1.96M | 7.91% | 4 |
|
|
2019
Q2 | $31.3M | Buy |
806,060
+53,680
| +7% | +$2.06M | 7.82% | 4 |
|
|
2019
Q1 | $28.5M | Buy |
752,380
+271,410
| +56% | +$10M | 7.7% | 4 |
|
|
2018
Q4 | $16M | Buy |
480,970
+67,690
| +16% | +$2.47M | 4.93% | 5 |
|
|
2018
Q3 | $16.5M | Buy |
413,280
+66,540
| +19% | +$2.67M | 5.41% | 4 |
|
|
2018
Q2 | $13.8M | Buy |
346,740
+89,240
| +35% | +$3.45M | 4.8% | 5 |
|
|
2018
Q1 | $9.43M | Buy |
257,500
+40,395
| +19% | +$1.55M | 3.72% | 7 |
|
|
2017
Q4 | $8.24M | Buy |
217,105
+20,720
| +11% | +$766K | 3.36% | 6 |
|
|
2017
Q3 | $7.03M | Buy |
+196,385
| New | +$6.84M | 3.22% | 7 |
|
Other funds holding IJH
