Cahill Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
173,875
+5,092
| +3% | +$316K | 1.34% | 19 |
|
|
2025
Q1 | $9.85M | Buy |
168,783
+3,856
| +2% | +$225K | 1.34% | 18 |
|
|
2024
Q4 | $10.3M | Buy |
164,927
+20,944
| +15% | +$1.31M | 1.39% | 18 |
|
|
2024
Q3 | $8.97M | Buy |
143,983
+1,782
| +1% | +$111K | 1.23% | 20 |
|
|
2024
Q2 | $8.32M | Buy |
142,201
+1,021
| +0.7% | +$59.7K | 1.14% | 23 |
|
|
2024
Q1 | $8.58M | Buy |
141,180
+5,090
| +4% | +$309K | 1.17% | 24 |
|
|
2023
Q4 | $7.54M | Buy |
136,090
+4,095
| +3% | +$227K | 1.12% | 23 |
|
|
2023
Q3 | $6.58M | Buy |
131,995
+3,795
| +3% | +$189K | 1.09% | 23 |
|
|
2023
Q2 | $6.7M | Buy |
128,200
+8,595
| +7% | +$449K | 1.08% | 25 |
|
|
2023
Q1 | $5.98M | Buy |
119,605
+5,730
| +5% | +$287K | 1.06% | 25 |
|
|
2022
Q4 | $5.51M | Sell |
113,875
-14,445
| -11% | -$699K | 1.06% | 24 |
|
|
2022
Q3 | $5.63M | Sell |
128,320
-7,010
| -5% | -$307K | 1.19% | 20 |
|
|
2022
Q2 | $6.12M | Buy |
135,330
+735
| +0.5% | +$33.3K | 1.3% | 18 |
|
|
2022
Q1 | $7.22M | Buy |
134,595
+12,195
| +10% | +$654K | 1.36% | 17 |
|
|
2021
Q4 | $6.93M | Buy |
122,400
+13,345
| +12% | +$756K | 1.34% | 16 |
|
|
2021
Q3 | $5.74M | Buy |
109,055
+21,345
| +24% | +$1.12M | 1.18% | 18 |
|
|
2021
Q2 | $4.71M | Buy |
87,710
+4,960
| +6% | +$267K | 1.06% | 20 |
|
|
2021
Q1 | $4.31M | Buy |
82,750
+4,190
| +5% | +$218K | 1.05% | 20 |
|
|
2020
Q4 | $3.61M | Sell |
78,560
-2,090
| -3% | -$96.1K | 0.91% | 25 |
|
|
2020
Q3 | $2.99M | Sell |
80,650
-5,380
| -6% | -$199K | 1.08% | 21 |
|
|
2020
Q2 | $3.06M | Sell |
86,030
-14,810
| -15% | -$527K | 1.18% | 19 |
|
|
2020
Q1 | $2.9M | Sell |
100,840
-7,150
| -7% | -$206K | 1.35% | 19 |
|
|
2019
Q4 | $4.45M | Sell |
107,990
-8,065
| -7% | -$332K | 1.62% | 14 |
|
|
2019
Q3 | $4.49M | Sell |
116,055
-8,370
| -7% | -$324K | 1.74% | 11 |
|
|
2019
Q2 | $4.84M | Sell |
124,425
-880
| -0.7% | -$34.2K | 1.92% | 11 |
|
|
2019
Q1 | $4.75M | Sell |
125,305
-1,910
| -2% | -$72.4K | 1.98% | 11 |
|
|
2018
Q4 | $4.23M | Buy |
127,215
+225
| +0.2% | +$7.47K | 2.11% | 10 |
|
|
2018
Q3 | $5.11M | Buy |
126,990
+10
| +0% | +$403 | 2.26% | 8 |
|
|
2018
Q2 | $4.95M | Buy |
126,980
+3,170
| +3% | +$124K | 2.28% | 7 |
|
|
2018
Q1 | $4.65M | Sell |
123,810
-2,035
| -2% | -$76.3K | 2.22% | 9 |
|
|
2017
Q4 | $4.78M | Buy |
125,845
+2,850
| +2% | +$108K | 2.4% | 8 |
|
|
2017
Q3 | $4.4M | Buy |
122,995
+2,850
| +2% | +$102K | 2.33% | 8 |
|
|
2017
Q2 | $4.18M | Buy |
120,145
+2,530
| +2% | +$88K | 2.31% | 8 |
|
|
2017
Q1 | $4.03M | Buy |
117,615
+3,710
| +3% | +$127K | 2.33% | 7 |
|
|
2016
Q4 | $3.77M | Buy |
113,905
+13,060
| +13% | +$432K | 2.29% | 9 |
|
|
2016
Q3 | $3.12M | Buy |
100,845
+10,070
| +11% | +$312K | 2.03% | 11 |
|
|
2016
Q2 | $2.71M | Buy |
90,775
+12,955
| +17% | +$387K | 1.89% | 13 |
|
|
2016
Q1 | $2.25M | Buy |
77,820
+1,185
| +2% | +$34.2K | 1.68% | 18 |
|
|
2015
Q4 | $2.14M | Buy |
76,635
+5,150
| +7% | +$144K | 1.75% | 17 |
|
|
2015
Q3 | $1.95M | Sell |
71,485
-1,430
| -2% | -$39.1K | 1.59% | 20 |
|
|
2015
Q2 | $2.19M | Buy |
72,915
+4,095
| +6% | +$123K | 1.64% | 21 |
|
|
2015
Q1 | $2.09M | Buy |
68,820
+2,745
| +4% | +$83.4K | 1.59% | 22 |
|
|
2014
Q4 | $1.91M | Buy |
66,075
+1,535
| +2% | +$44.5K | 1.48% | 22 |
|
|
2014
Q3 | $1.77M | Buy |
64,540
+535
| +0.8% | +$14.6K | 1.41% | 26 |
|
|
2014
Q2 | $1.83M | Buy |
64,005
+3,915
| +7% | +$112K | 1.44% | 25 |
|
|
2014
Q1 | $1.65M | Buy |
60,090
+3,345
| +6% | +$92K | 1.41% | 26 |
|
|
2013
Q4 | $1.52M | Buy |
+56,745
| New | +$1.52M | 1.32% | 28 |
|