SEC 13F Intelligence

Cahill Wealth Management, LLC / IJR

Cahill Wealth Management, LLC’s Ishares Tr Position

Does Cahill Wealth Management, LLC own Ishares Tr (IJR)? Yes95.9K shares worth $10M (+5.10% of its 13F portfolio) as of Q1 2025, up from 93.7K shares the prior filed quarter.

Position Value
$10M
Q1 2025
Shares
95.9K
% of Portfolio
+5.10%
Quarters Held
13
currently held

Position History IJR

Reported value by quarter
Q1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $7MQ3 ’23Q4 ’23: $9MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $11MQ3 ’24Q4 ’24: $11MQ1 ’25: $10MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202595.9K$10M+5.10%
Q4 202493.7K$11M+5.51%
Q3 202491.8K$11M+5.54%
Q2 202487.5K$9M+5.56%
Q1 202485.0K$9M+5.47%
Q4 202383.5K$9M+6.08%
Q3 202377.0K$7M+5.58%
Q2 202374.1K$7M+5.10%
Q1 202372.4K$7M+5.17%
Q4 202272.3K$8M+5.51%
Q3 202265.8K$6M+5.12%
Q2 202269.1K$6M+5.40%
Q1 202263.3K$7M+5.07%

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 IJR.