Cahaba Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $774K | Sell |
6,587
-44
| -0.7% | -$4.89K | 0.05% | 74 |
|
|
2026
Q1 | $667K | Hold |
6,631
| – | – | 0.05% | 80 |
|
|
2025
Q4 | $642K | Buy |
6,631
+1
| +0% | +$96 | 0.04% | 80 |
|
|
2025
Q3 | $636K | Hold |
6,630
| – | – | 0.05% | 79 |
|
|
2025
Q2 | $603K | Sell |
6,630
-240
| -3% | -$20.6K | 0.05% | 80 |
|
|
2025
Q1 | $572K | Hold |
6,870
| – | – | 0.05% | 82 |
|
|
2024
Q4 | $625K | Sell |
6,870
-173
| -2% | -$16.3K | 0.05% | 79 |
|
|
2024
Q3 | $647K | Sell |
7,043
-111
| -2% | -$9.93K | 0.05% | 78 |
|
|
2024
Q2 | $630K | Hold |
7,154
| – | – | 0.06% | 72 |
|
|
2024
Q1 | $653K | Sell |
7,154
-303
| -4% | -$25.3K | 0.06% | 70 |
|
|
2023
Q4 | $591K | Buy |
7,457
+3
| +0% | +$220 | 0.06% | 72 |
|
|
2023
Q3 | $538K | Sell |
7,454
-48
| -0.6% | -$3.62K | 0.06% | 73 |
|
|
2023
Q2 | $563K | Buy |
7,502
+9
| +0.1% | +$643 | 0.06% | 73 |
|
|
2023
Q1 | $536K | Buy |
7,493
+11
| +0.1% | +$786 | 0.06% | 74 |
|
|
2022
Q4 | $511K | Sell |
7,482
-38
| -0.5% | -$2.61K | 0.06% | 76 |
|
|
2022
Q3 | $473K | Sell |
7,520
-6
| -0.1% | -$414 | 0.07% | 73 |
|
|
2022
Q2 | $479K | Buy |
7,526
+9
| +0.1% | +$632 | 0.07% | 76 |
|
|
2022
Q1 | $537K | Buy |
7,517
+7
| +0.1% | +$541 | 0.07% | 78 |
|
|
2021
Q4 | $640K | Sell |
7,510
-229
| -3% | -$19.2K | 0.08% | 69 |
|
|
2021
Q3 | $612K | Buy |
7,739
+5
| +0.1% | +$406 | 0.09% | 67 |
|
|
2021
Q2 | $631K | Buy |
7,734
+4
| +0.1% | +$321 | 0.1% | 48 |
|
|
2021
Q1 | $605K | Sell |
7,730
-5,276
| -41% | -$406K | 0.09% | 52 |
|
|
2020
Q4 | $1.01M | Sell |
13,006
-3,250
| -20% | -$217K | 0.17% | 41 |
|
|
2020
Q3 | $972K | Sell |
16,256
-6,480
| -29% | -$386K | 0.19% | 41 |
|
|
2020
Q2 | $1.36M | Sell |
22,736
-1,496
| -6% | -$77.7K | 0.28% | 34 |
|
|
2020
Q1 | $1.08M | Sell |
24,232
-7,824
| -24% | -$430K | 0.28% | 38 |
|
|
2019
Q4 | $1.91M | Sell |
32,056
-3,284
| -9% | -$188K | 0.42% | 24 |
|
|
2019
Q3 | $1.98M | Buy |
35,340
+236
| +0.7% | +$13.3K | 0.47% | 24 |
|
|
2019
Q2 | $1.99M | Sell |
35,104
-28
| -0.1% | -$1.55K | 0.5% | 24 |
|
|
2019
Q1 | $1.92M | Buy |
35,132
+1,196
| +4% | +$63.1K | 0.52% | 23 |
|
|
2018
Q4 | $1.62M | Buy |
33,936
+4,456
| +15% | +$233K | 0.5% | 26 |
|
|
2018
Q3 | $1.7M | Buy |
29,480
+4,992
| +20% | +$290K | 0.56% | 23 |
|
|
2018
Q2 | $1.41M | Buy |
24,488
+15,472
| +172% | +$865K | 0.49% | 25 |
|
|
2018
Q1 | $480K | Buy |
+9,016
| New | +$499K | 0.19% | 39 |
|
Other funds holding IJK
SP
PRS
Cahaba Wealth Management's IJK Position: Q2 2026 in Review
Cahaba Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.66% in Q2 2026, selling an estimated $4.89K and leaving 6,587 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #74.
Cahaba Wealth Management first reported a position in IJK in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.99M in Q2 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.
- Cahaba Wealth Management held 6,587 shares of iShares S&P Mid-Cap 400 Growth ETF worth $774K as of Q2 2026.
- Cahaba Wealth Management sold 44 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.89K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Cahaba Wealth Management's portfolio in Q2 2026, its #74 holding.
- Cahaba Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Cahaba Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.99M in Q2 2019.
- 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.