Cahill Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cahill Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$7.25M	Sell	124,166 -885	-0.7%	-$55K	3.69%	8
2024 Q4	$7.79M	Buy	125,051 +51	+0%	+$3.27K	3.97%	7
2024 Q3	$7.79M	Sell	125,000 -485	-0.4%	-$29.2K	4.02%	7
2024 Q2	$7.34M	Sell	125,485 -923	-0.7%	-$54.2K	4.38%	5
2024 Q1	$7.68M	Sell	126,408 -2	-0%	-$113	4.47%	6
2023 Q4	$7.01M	Buy	126,410 +65	+0.1%	+$3.3K	4.71%	5
2023 Q3	$6.3M	Sell	126,345 -500	-0.4%	-$26.2K	4.84%	5
2023 Q2	$6.63M	Buy	126,845 +605	+0.5%	+$30.1K	4.58%	6
2023 Q1	$6.32M	Buy	126,240 +270	+0.2%	+$13.8K	4.66%	6
2022 Q4	$6.71M	Sell	125,970 -4,920	-4%	-$238K	4.87%	6
2022 Q3	$5.74M	Buy	130,890 +6,025	+5%	+$291K	5.12%	4
2022 Q2	$5.65M	Buy	124,865 +6,690	+6%	+$330K	4.78%	5
2022 Q1	$6.34M	Buy	+118,175	New	+$6.29M	4.71%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Wealth Management's IJH Position: Q1 2025 in Review

Cahill Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.71% in Q1 2025, selling an estimated $55K and leaving 124,166 shares worth $7.25M. The position accounts for 3.69% of the portfolio, ranked #8.

Cahill Wealth Management first reported a position in IJH in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.79M in Q4 2024. 2,424 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Cahill Wealth Management held 124,166 shares of iShares Core S&P Mid-Cap ETF worth $7.25M as of Q1 2025.
Cahill Wealth Management sold 885 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $55K.
iShares Core S&P Mid-Cap ETF made up 3.69% of Cahill Wealth Management's portfolio in Q1 2025, its #8 holding.
Cahill Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.79M in Q4 2024.
2,424 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.