Cahill Wealth Management, LLC / IVV
Cahill Wealth Management, LLC’s Ishares Tr Position
Does Cahill Wealth Management, LLC own Ishares Tr (IVV)? Yes — 125.2K shares worth $70M (+35.80% of its 13F portfolio) as of Q1 2025, up from 124.3K shares the prior filed quarter.
Position Value
$70M
Q1 2025
Shares
125.2K
% of Portfolio
+35.80%
Quarters Held
13
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 125.2K | $70M | +35.80% |
| Q4 2024 | 124.3K | $73M | +37.33% |
| Q3 2024 | 123.6K | $71M | +36.80% |
| Q2 2024 | 123.3K | $67M | +40.23% |
| Q1 2024 | 124.1K | $65M | +37.96% |
| Q4 2023 | 124.2K | $59M | +39.89% |
| Q3 2023 | 122.9K | $53M | +40.51% |
| Q2 2023 | 121.4K | $54M | +37.34% |
| Q1 2023 | 122.5K | $50M | +37.19% |
| Q4 2022 | 123.2K | $51M | +37.14% |
| Q3 2022 | 131.0K | $47M | +41.94% |
| Q2 2022 | 134.0K | $51M | +42.96% |
| Q1 2022 | 131.5K | $60M | +44.27% |
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 IVV.