Number of Shares
1.81 Mil
Current Holdings Value*
$112.13 Mil
% of Portfolio
8.71%
Total Estimate Gain
$37.41 Mil
% of Total Estimate Gain
42.60%

CAHABA WEALTH MANAGEMENT, INC.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 1.81 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $112.13 Mil. This investment constitutes 8.71% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.12% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 27 purchases of IJH, at an average price of $44.73, for a total of 1.96 Mil shares. In addition, there have been 2 sales at an average price of $56.70 for 155,101.00 shares. Based on historical transaction data and IJH's current price of $64.40, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his IJH holdings is $37.41 Mil, reflecting a 42.60% gain to date.

CAHABA WEALTH MANAGEMENT, INC. IJH ($64.40) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. IJH ($64.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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