Number of Shares
124,166.00
Current Holdings Value*
$7.25 Mil
% of Portfolio
3.69%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
18.18%

Cahill Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Cahill Wealth Management, LLC held 124,166.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $7.25 Mil. This investment constitutes 3.69% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q1. And since then Cahill Wealth Management, LLC has made 7 purchases of IJH, at an average price of $52.81, for a total of 131,881.00 shares. In addition, there have been 5 sales at an average price of $52.16 for 7,715.00 shares. Based on historical transaction data and IJH's current price of $63.04, Cahill Wealth Management, LLC's estimated gain on his IJH holdings is $1.27 Mil, reflecting a 18.18% gain to date.

Cahill Wealth Management, LLC IJH ($63.04) Holding Chart

Cahill Wealth Management, LLC IJH ($63.04) 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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