SEC 13F Intelligence

Cahill Wealth Management, LLC / IJH

Cahill Wealth Management, LLC’s Ishares Tr Position

Does Cahill Wealth Management, LLC own Ishares Tr (IJH)? Yes124.2K shares worth $7M (+3.69% of its 13F portfolio) as of Q1 2025, down from 125.1K shares the prior filed quarter.

Position Value
$7M
Q1 2025
Shares
124.2K
% of Portfolio
+3.69%
Quarters Held
13
currently held

Position History IJH

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $7MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025124.2K$7M+3.69%
Q4 2024125.1K$8M+3.97%
Q3 2024125.0K$8M+4.02%
Q2 2024125.5K$7M+4.38%
Q1 2024126.4K$8M+4.47%
Q4 202325.3K$7M+4.71%
Q3 202325.3K$6M+4.84%
Q2 202325.4K$7M+4.58%
Q1 202325.2K$6M+4.66%
Q4 202225.2K$7M+4.87%
Q3 202226.2K$6M+5.12%
Q2 202225.0K$6M+4.78%
Q1 202223.6K$6M+4.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cahill Wealth Management, LLC’s full portfolio or all institutional holders of IJH.