Cahill Financial Advisors’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
$3.78M Buy
55,939
+179
+0.3% +$12.4K 0.41% 46
2025
Q4
$3.68M Sell
55,760
-120,032
-68% -$7.86M 0.4% 46
2025
Q3
$11.5M Buy
175,792
+1,917
+1% +$123K 1.31% 18
2025
Q2
$10.8M Buy
173,875
+5,092
+3% +$299K 1.34% 19
2025
Q1
$9.85M Buy
168,783
+3,856
+2% +$239K 1.34% 18
2024
Q4
$10.3M Buy
164,927
+20,944
+15% +$1.34M 1.39% 18
2024
Q3
$8.97M Buy
143,983
+1,782
+1% +$107K 1.23% 20
2024
Q2
$8.32M Buy
142,201
+1,021
+0.7% +$60K 1.14% 23
2024
Q1
$8.58M Buy
141,180
+5,090
+4% +$288K 1.17% 24
2023
Q4
$7.54M Buy
136,090
+4,095
+3% +$208K 1.12% 23
2023
Q3
$6.58M Buy
131,995
+3,795
+3% +$199K 1.09% 23
2023
Q2
$6.7M Buy
128,200
+8,595
+7% +$427K 1.08% 25
2023
Q1
$5.98M Buy
119,605
+5,730
+5% +$292K 1.06% 25
2022
Q4
$5.51M Sell
113,875
-14,445
-11% -$698K 1.06% 24
2022
Q3
$5.63M Sell
128,320
-7,010
-5% -$339K 1.19% 20
2022
Q2
$6.12M Buy
135,330
+735
+0.5% +$36.3K 1.3% 18
2022
Q1
$7.22M Buy
134,595
+12,195
+10% +$649K 1.36% 17
2021
Q4
$6.93M Buy
122,400
+13,345
+12% +$743K 1.34% 16
2021
Q3
$5.74M Buy
109,055
+21,345
+24% +$1.15M 1.18% 18
2021
Q2
$4.71M Buy
87,710
+4,960
+6% +$268K 1.06% 20
2021
Q1
$4.31M Buy
82,750
+4,190
+5% +$209K 1.05% 20
2020
Q4
$3.61M Sell
78,560
-2,090
-3% -$88.1K 0.91% 25
2020
Q3
$2.99M Sell
80,650
-5,380
-6% -$201K 1.08% 21
2020
Q2
$3.06M Sell
86,030
-14,810
-15% -$492K 1.18% 19
2020
Q1
$2.9M Sell
100,840
-7,150
-7% -$266K 1.35% 19
2019
Q4
$4.45M Sell
107,990
-8,065
-7% -$320K 1.62% 14
2019
Q3
$4.49M Sell
116,055
-8,370
-7% -$322K 1.74% 11
2019
Q2
$4.83M Sell
124,425
-880
-0.7% -$33.7K 1.92% 11
2019
Q1
$4.75M Sell
125,305
-1,910
-2% -$70.5K 1.98% 11
2018
Q4
$4.23M Buy
127,215
+225
+0.2% +$8.21K 2.11% 10
2018
Q3
$5.11M Buy
126,990
+10
+0% +$402 2.26% 8
2018
Q2
$4.95M Buy
126,980
+3,170
+3% +$122K 2.28% 7
2018
Q1
$4.64M Sell
123,810
-2,035
-2% -$77.8K 2.22% 9
2017
Q4
$4.78M Buy
125,845
+2,850
+2% +$105K 2.4% 8
2017
Q3
$4.4M Buy
122,995
+2,850
+2% +$99.3K 2.33% 8
2017
Q2
$4.18M Buy
120,145
+2,530
+2% +$87.3K 2.31% 8
2017
Q1
$4.03M Buy
117,615
+3,710
+3% +$126K 2.33% 7
2016
Q4
$3.77M Buy
113,905
+13,060
+13% +$414K 2.29% 9
2016
Q3
$3.12M Buy
100,845
+10,070
+11% +$311K 2.03% 11
2016
Q2
$2.71M Buy
90,775
+12,955
+17% +$380K 1.89% 13
2016
Q1
$2.25M Buy
77,820
+1,185
+2% +$31.7K 1.68% 18
2015
Q4
$2.14M Buy
76,635
+5,150
+7% +$147K 1.75% 17
2015
Q3
$1.95M Sell
71,485
-1,430
-2% -$41.6K 1.59% 20
2015
Q2
$2.19M Buy
72,915
+4,095
+6% +$125K 1.64% 21
2015
Q1
$2.09M Buy
68,820
+2,745
+4% +$81.2K 1.59% 22
2014
Q4
$1.91M Buy
66,075
+1,535
+2% +$43.1K 1.48% 22
2014
Q3
$1.77M Buy
64,540
+535
+0.8% +$15.1K 1.41% 26
2014
Q2
$1.83M Buy
64,005
+3,915
+7% +$108K 1.44% 25
2014
Q1
$1.65M Buy
60,090
+3,345
+6% +$90K 1.41% 26
2013
Q4
$1.52M Buy
+56,745
New +$1.46M 1.32% 28

Other funds holding IJH

Cahill Financial Advisors's IJH Position: Q1 2026 in Review

Cahill Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q1 2026, buying an estimated $12.4K and bringing the position to 55,939 shares worth $3.78M. The position accounts for 0.41% of the portfolio, ranked #46.

Cahill Financial Advisors first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.5M in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cahill Financial Advisors held 55,939 shares of iShares Core S&P Mid-Cap ETF worth $3.78M as of Q1 2026.
  • Cahill Financial Advisors bought 179 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $12.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Cahill Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Cahill Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Cahill Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $11.5M in Q3 2025.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.