Cahill Wealth Management’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
Q1 | $7.25M | Sell |
124,166
-885
| -0.7% | -$51.6K | 3.69% | 8 |
|
|
2024
Q4 | $7.79M | Buy |
125,051
+51
| +0% | +$3.18K | 3.97% | 7 |
|
|
2024
Q3 | $7.79M | Sell |
125,000
-485
| -0.4% | -$30.2K | 4.02% | 7 |
|
|
2024
Q2 | $7.34M | Sell |
125,485
-923
| -0.7% | -$54K | 4.38% | 5 |
|
|
2024
Q1 | $7.68M | Sell |
126,408
-2
| -0% | -$121 | 4.47% | 6 |
|
|
2023
Q4 | $7.01M | Buy |
126,410
+65
| +0.1% | +$3.6K | 4.71% | 5 |
|
|
2023
Q3 | $6.3M | Sell |
126,345
-500
| -0.4% | -$24.9K | 4.84% | 5 |
|
|
2023
Q2 | $6.63M | Buy |
126,845
+605
| +0.5% | +$31.6K | 4.58% | 6 |
|
|
2023
Q1 | $6.32M | Buy |
126,240
+270
| +0.2% | +$13.5K | 4.66% | 6 |
|
|
2022
Q4 | $6.71M | Sell |
125,970
-4,920
| -4% | -$262K | 4.87% | 6 |
|
|
2022
Q3 | $5.74M | Buy |
130,890
+6,025
| +5% | +$264K | 5.12% | 4 |
|
|
2022
Q2 | $5.65M | Buy |
124,865
+6,690
| +6% | +$303K | 4.78% | 5 |
|
|
2022
Q1 | $6.34M | Buy |
+118,175
| New | +$6.34M | 4.71% | 5 |
|