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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$10M	Buy	95,897 +2,181	+2%	+$246K	5.1%	4
2024 Q4	$10.8M	Buy	93,716 +1,873	+2%	+$224K	5.51%	3
2024 Q3	$10.7M	Buy	91,843 +4,388	+5%	+$496K	5.54%	4
2024 Q2	$9.33M	Buy	87,455 +2,453	+3%	+$262K	5.56%	4
2024 Q1	$9.39M	Buy	85,002 +1,487	+2%	+$158K	5.47%	5
2023 Q4	$9.04M	Buy	83,515 +6,490	+8%	+$625K	6.08%	3
2023 Q3	$7.27M	Buy	77,025 +2,919	+4%	+$292K	5.58%	4
2023 Q2	$7.38M	Buy	74,106 +1,696	+2%	+$161K	5.1%	5
2023 Q1	$7M	Buy	72,410 +145	+0.2%	+$14.5K	5.17%	5
2022 Q4	$7.59M	Buy	72,265 +6,434	+10%	+$617K	5.51%	5
2022 Q3	$5.74M	Sell	65,831 -3,301	-5%	-$321K	5.12%	5
2022 Q2	$6.39M	Buy	69,132 +5,809	+9%	+$578K	5.4%	4
2022 Q1	$6.83M	Buy	+63,323	New	+$6.83M	5.07%	4

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cahill Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q1 2025, buying an estimated $246K and bringing the position to 95,897 shares worth $10M. The position accounts for 5.1% of the portfolio, ranked #4.

Cahill Wealth Management first reported a position in IJR in Q1 2022 and has held it in 13 quarters since. The position peaked at $10.8M in Q4 2024. 2,532 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Cahill Wealth Management held 95,897 shares of iShares Core S&P Small-Cap ETF worth $10M as of Q1 2025.
Cahill Wealth Management bought 2,181 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $246K.
iShares Core S&P Small-Cap ETF made up 5.1% of Cahill Wealth Management's portfolio in Q1 2025, its #4 holding.
Cahill Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.8M in Q4 2024.
2,532 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

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