Cahaba Wealth Management, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Cahaba Wealth Management, Inc. reported 158 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 11.2%) and iShares Core Intl Stock ETF (IXUS, 10.4%). Compared with Q1 2026, it opened 11 new positions, sold out of 6, added to 87 and reduced 46. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale Southern (SO, shares −4%).

Most Recent 13F
Q2 2026
Location
Atlanta, GA
CIK
0001716399
Portfolio Value
$1.7B (Q2 2026)
SEC Filing
0001172661-26-002968 ↗ filed Jul 31, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.7B $1.7B Q2 2026

Holdings 158 stocks · $1.7B
IVV iShares Core S&P 500 ETF 29.84% 660,622 $494.7M Add +1.7%
UBND Victoryshares Core Plus Bond 11.22% 8,561,595 $186.0M Add +4.7%
IXUS iShares Core Intl Stock ETF 10.41% 1,807,604 $172.5M Add +2.2%
IJH iShares Core S&P Midcap ETF 9.60% 2,064,728 $159.2M Add +2.2%
IJR iShares Core S&P Small-Cap E 4.34% 485,112 $71.9M Add +1.5%
SPYM Ste STR SPDR PT S&P 500 ETF 3.91% 737,949 $64.9M Reduce -0.4%
ISTB iShares Core 1-5 Year Usd Bo 3.53% 1,213,739 $58.6M Add +7.5%
MUB iShares National Muni Bond E 2.65% 408,101 $43.9M Add +6.4%
VXUS Vanguard Total Intl Stock 2.63% 510,479 $43.6M Reduce -0.5%
SO The Southern Co. 2.16% 373,857 $35.8M Reduce -4.0%
IAGG iShares Intl Aggregate Bond 1.91% 626,723 $31.7M Add +4.8%
SPMD SS SPDR P S&P 400 Midcap ETF 1.90% 467,183 $31.6M Reduce -0.6%
SUB iShares Short-Term National 1.73% 270,064 $28.8M Add +4.2%
JPST JPMorgan Ultra-Short Income 1.36% 446,878 $22.6M Add +10.9%
VTEB Vanguard Tax-Exempt Bond ETF 1.33% 435,897 $22.0M Add +2.4%
SPSM SS SPDR P S&P 600 Small Cap 1.14% 328,118 $18.9M Reduce -1.2%
ACWI iShares MSCI Acwi ETF 0.52% 55,328 $8.7M Reduce -1.5%
AAPL Apple Inc. 0.47% 27,142 $7.9M Add +0.5%
IVW iShares S&P 500 Growth ETF 0.43% 51,830 $7.1M Reduce -7.2%
ICSH iShares Ultra Short Duration 0.42% 136,954 $6.9M Add +93.0%
IWR iShares Russell Mid-Cap ETF 0.37% 56,124 $6.2M Reduce -0.3%
IEFA iShares Core MSCI Eafe ETF 0.36% 62,437 $6.0M Add +0.8%
RJF Raymond James Financial Inc. 0.35% 38,562 $5.9M Reduce -0.0%
MSFT Microsoft Corp. 0.25% 11,195 $4.2M Add +1.1%
NVDA Nvidia Corp. 0.25% 20,713 $4.1M Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 7,263 $3.6M Add +0.9%
IWF iShares Russell 1000 Growth 0.21% 28,200 $3.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 4,596 $3.4M Add +3.2%
IWD iShares Russell 1000 Value E 0.19% 12,841 $3.1M Reduce -1.9%
ITOT iShares Core S&P Total U.S. 0.18% 17,712 $2.9M Reduce -0.0%
AMZN Amazon.com Inc. 0.18% 12,187 $2.9M Add +2.0%
AWK American Water Works Co. Inc. 0.17% 21,980 $2.9M Add +1.1%
PNFP Pinnacle Financial Partners 0.16% 26,957 $2.7M Add +984.4%
AVGO Broadcom Inc. 0.14% 6,040 $2.3M Add +1.1%
SHY iShares 1-3 Year Treasury Bo 0.13% 25,916 $2.1M Add +3.3%
CAT Caterpillar Inc. 0.13% 1,988 $2.1M Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.12% 2,604 $1.9M Reduce -18.6%
VTI VG Morningstar TS MKT ETF-US 0.11% 5,056 $1.9M Reduce -5.6%
BSV Vanguard Short-Term Bond ETF 0.11% 23,702 $1.8M Add +4.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.11% 5,328 $1.8M Add +0.0%
GOOG Alphabet Inc. Class C 0.10% 4,928 $1.7M Add +1.3%
AGG iShares Core U.S. Aggregate 0.10% 17,203 $1.7M Reduce -25.3%
J Jacobs Solutions Inc. 0.10% 13,418 $1.7M No change
JNJ Johnson & Johnson 0.10% 6,565 $1.7M Add +1.5%
LLY Eli Lilly & Co. 0.10% 1,381 $1.7M Add +2.3%
IVE iShares S&P 500 Value ETF 0.09% 6,641 $1.5M Reduce -0.4%
EFA iShares MSCI Eafe ETF 0.09% 14,475 $1.5M Add +1.1%
PANW Palo Alto Networks Inc. 0.09% 4,408 $1.5M Reduce -1.8%
ABCB Ameris Bancorp 0.09% 16,283 $1.5M Reduce -2.2%
WMT Walmart Inc. 0.09% 12,739 $1.4M Reduce -1.9%
IWV iShares Russell 3000 ETF 0.09% 3,372 $1.4M Add +0.1%
HCA HCA Healthcare Inc. 0.08% 3,588 $1.4M Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.08% 3,628 $1.3M Add +6.5%
HD Home Depot Inc. 0.08% 3,606 $1.3M Add +1.8%
QUAL iShares MSCI USA Quality Fac 0.08% 5,760 $1.3M Add +1.3%
AFL Aflac Inc. 0.07% 10,014 $1.2M Add +0.1%
VOO Vanguard S&P 500 ETF 0.07% 1,673 $1.1M Add +11.3%
COST Costco Wholesale Corp. 0.07% 1,167 $1.1M Reduce -0.2%
IWY iShares Russell Top 200 Grow 0.06% 3,562 $1.0M Reduce -4.3%
IWL iShares Russell Top 200 ETF 0.06% 5,270 $975K Add +0.0%
KO The Coca-Cola Co. 0.06% 11,705 $951K Reduce -0.4%
IWP iShares Russell Mid-Cap Grow 0.06% 6,491 $950K Reduce -10.6%
JPM JPMorgan Chase & Co. 0.06% 2,893 $947K Add +5.1%
XOM Exxon Mobil Corp. 0.06% 6,867 $939K Add +2.9%
IWO iShares Russell 2000 Growth 0.06% 2,353 $927K Add +0.1%
ABBV Abbvie Inc. 0.06% 3,654 $919K Add +1.0%
MMM 3M Co. 0.06% 5,671 $918K Add +0.3%
MCBS Metrocity Bankshares Inc. 0.05% 25,000 $897K No change
GE General Electric filed as GE AEROSPACE 0.05% 2,386 $892K Add +1.0%
CLS Celestica Inc. 0.05% 2,378 $867K No change
VYM Vanguard High DVD Yield ETF 0.05% 5,113 $808K Reduce -13.7%
SCHB Schwab US Broad Market ETF 0.05% 27,425 $794K Add +2.7%
V Visa Inc. Class A 0.05% 2,271 $779K Reduce -3.4%
IJK iShares S&P Mid-Cap 400 Grow 0.05% 6,587 $774K Reduce -0.7%
MCD McDonald's Corp. 0.05% 2,791 $754K Add +0.5%
AOR iShares Core 60/40 Balanced 0.04% 10,607 $737K No change
IWB iShares Russell 1000 ETF 0.04% 1,723 $706K Add +0.1%
GEV GE Vernova Inc. 0.04% 599 $704K Add +7.3%
GOVT iShares US Treasury Bond ETF 0.04% 30,214 $688K Add +0.9%
DVY iShares Select Dividend ETF 0.04% 4,349 $680K Add +8.5%
RTX RTX Corp. 0.04% 3,555 $674K Add +0.5%
GLD SPDR Gold Shares 0.04% 1,826 $673K Reduce -14.2%
IWN iShares Russell 2000 Value E 0.04% 2,983 $660K Add +0.4%
TRV The Travelers Cos Inc. 0.04% 1,935 $639K Add +1.3%
DAL Delta Air Lines Inc. 0.04% 6,806 $637K Add +0.3%
CRWD CrowdStrike Holdings Inc. Class A 0.04% 825 $630K Reduce -33.2%
IWS iShares Russell Mid-Cap Valu 0.04% 3,814 $628K Add +1.2%
ACWX iShares MSCI Acwi Ex US ETF 0.04% 8,069 $614K Add +1.1%
IWM iShares Russell 2000 ETF 0.04% 2,040 $613K Reduce -0.1%
BAC Bank of America Corp. 0.04% 10,734 $612K Add +0.2%
PG The Procter & Gamble Co. 0.04% 4,114 $603K Add +0.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 12,925 $596K Reduce -1.3%
PEP Pepsico Inc. 0.03% 4,169 $565K Add +0.1%
USIG iShares Broad Usd Investment 0.03% 10,948 $562K Add +1.2%
UNH Unitedhealth Group Inc. 0.03% 1,333 $554K Add +0.8%
WM Waste Management Inc. 0.03% 2,473 $551K Reduce -0.2%
SPAB SS SPDR P Agg Bond ETF 0.03% 21,172 $540K Add +0.6%
WMG Warner Music Group Corp. Class A 0.03% 19,820 $537K Add +0.7%
BNDX Vanguard Total Intl Bond ETF 0.03% 10,618 $514K Add +5.4%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 8,349 $508K Add +13.4%
VGT Vanguard Info Tech ETF 0.03% 4,164 $498K New
XVV iShares ESG Select Screened 0.03% 8,720 $495K New
VIG Vanguard Dividend Apprec ETF 0.03% 2,089 $494K Add +2.3%
DE Deere & Co. 0.03% 769 $488K Reduce -15.2%
MBB iShares MBS ETF 0.03% 5,129 $485K Add +1.1%
T AT&T Inc. 0.03% 23,278 $482K Reduce -1.1%
ORCL Oracle Corp. 0.03% 3,187 $467K Add +1.8%
NEE Nextera Energy Inc. 0.03% 5,085 $446K Add +3.9%
SFY Sofi Select 500 ETF 0.03% 2,916 $434K Add +0.5%
CSCO Cisco Systems Inc. 0.02% 3,436 $404K Add +0.9%
IYF iShares US Financials ETF 0.02% 3,142 $401K Add +0.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.02% 3,365 $400K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.02% 194 $387K No change
AMD Advanced Micro Devices 0.02% 656 $381K New
CYH Community Health Systems Inc. 0.02% 110,000 $367K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 4,509 $363K Reduce -2.3%
VEA Vanguard Ftse Developed ETF 0.02% 5,056 $360K New
TSLA Tesla Inc. 0.02% 851 $358K Reduce -6.5%
WSM Williams-Sonoma Inc. 0.02% 1,492 $348K No change
CVX Chevron Corp. 0.02% 2,075 $344K Reduce -10.7%
META Meta Platforms Inc. Class A 0.02% 601 $338K Reduce -3.7%
DELL Dell Technologies -C 0.02% 778 $336K New
BOXX Alpha Architect 1-3 MNTH Box 0.02% 2,846 $333K Add +32.1%
SCHG Schwab US Large-Cap Growth 0.02% 9,717 $329K Add +12.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.02% 6,306 $322K Add +5.6%
IYW iShares Ustechnology ETF 0.02% 1,263 $319K No change
GS Goldman Sachs Group Inc. 0.02% 313 $317K Add +3.3%
INTC Intel Corp. 0.02% 2,218 $310K New
SCHF Schwab Intl Equity ETF 0.02% 11,046 $306K Reduce -60.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 3,515 $303K New
MRK Merck & Co. Inc. 0.02% 2,305 $296K Add +1.1%
ETN Eaton Corp. PLC 0.02% 690 $294K Add +0.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,341 $292K Reduce -3.0%
LOW Lowe's Cos Inc. 0.02% 1,303 $287K Add +0.4%
D Dominion Energy Inc. 0.02% 4,177 $285K Reduce -6.7%
VCIT Vanguard Int-Term Corporate 0.02% 3,420 $283K Reduce -37.9%
ABT Abbott Laboratories 0.02% 3,052 $277K Reduce -2.4%
QCOM Qualcomm Inc. 0.02% 1,490 $275K New
ITA iShares U.S. Aerospace & Def 0.02% 1,132 $274K Reduce -0.8%
HUBB Hubbell Inc. 0.02% 519 $272K Add +0.2%
MCHP Microchip Technology Inc. 0.02% 2,971 $271K New
LMT Lockheed Martin Corp. 0.02% 525 $268K Add +1.2%
MA Mastercard Inc. Class A 0.02% 519 $266K Reduce -6.5%
SYY Sysco Corp. 0.02% 2,993 $250K Add +0.3%
AMTM Amentum Holdings Inc. 0.02% 12,076 $250K No change
TGB Trekor Metals Ltd. 0.01% 36,134 $249K No change
BLK BlackRock Inc. 0.01% 258 $248K Add +0.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 1,076 $247K Reduce -5.0%
LNG Cheniere Energy Inc. 0.01% 1,027 $245K Add +0.3%
PM Philip Morris International 0.01% 1,338 $242K Add +1.0%
CINF Cincinnati Financial Corp. 0.01% 1,281 $237K Add +0.6%
FMUN Fidelity System Muni BND ETF 0.01% 4,700 $237K No change
IJT iShares S&P Small-Cap 600 GR 0.01% 1,316 $235K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 1,169 $231K Add +0.1%
AMGN Amgen Inc. 0.01% 631 $229K Reduce -0.9%
FSK FS KKR Capital Corp. 0.01% 18,987 $199K Add +4.0%
GALT Galectin Therapeutics Inc. 0.01% 21,000 $97K No change
JPC Nuveen Prefered & Income Opp 0.01% 12,108 $95K No change

Portfolio Sells Q1 2026 → Q2 2026
SO The Southern Co. Reduce -4.0% 2.16% −0.39
AGG iShares Core U.S. Aggregate Reduce -25.3% 0.10% −0.05
VXUS Vanguard Total Intl Stock Reduce -0.5% 2.63% −0.05
HCA HCA Healthcare Inc. Reduce -0.1% 0.08% −0.03
SCHF Schwab Intl Equity ETF Reduce -60.3% 0.02% −0.03
PWR Quanta Services Inc. Sold out 0.00% −0.03
RJF Raymond James Financial Inc. Reduce -0.0% 0.35% −0.03
WMT Walmart Inc. Reduce -1.9% 0.09% −0.02
GLD SPDR Gold Shares Reduce -14.2% 0.04% −0.02
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.02
T AT&T Inc. Reduce -1.1% 0.03% −0.02
SLV iShares Silver Trust Sold out 0.00% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Sold out 0.00% −0.01
VCIT Vanguard Int-Term Corporate Reduce -37.9% 0.02% −0.01
MRSH Marsh & McLennan Cos Sold out 0.00% −0.01
COST Costco Wholesale Corp. Reduce -0.2% 0.07% −0.01
FSSL FS Specialty Lending Fund Sold out 0.00% −0.01
CVX Chevron Corp. Reduce -10.7% 0.02% −0.01
VYM Vanguard High DVD Yield ETF Reduce -13.7% 0.05% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -18.6% 0.12% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -10.6% 0.06% −0.01
WM Waste Management Inc. Reduce -0.2% 0.03% −0.01
DE Deere & Co. Reduce -15.2% 0.03% −0.01
ABT Abbott Laboratories Reduce -2.4% 0.02% −0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -1.3% 0.04% −0.01
IVE iShares S&P 500 Value ETF Reduce -0.4% 0.09% −0.00
ACWI iShares MSCI Acwi ETF Reduce -1.5% 0.52% −0.00
META Meta Platforms Inc. Class A Reduce -3.7% 0.02% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -5.6% 0.11% −0.00
KO The Coca-Cola Co. Reduce -0.4% 0.06% −0.00
MA Mastercard Inc. Class A Reduce -6.5% 0.02% −0.00
IWD iShares Russell 1000 Value E Reduce -1.9% 0.19% −0.00
AJG Arthur J Gallagher & Co. Reduce -5.0% 0.01% −0.00
D Dominion Energy Inc. Reduce -6.7% 0.02% −0.00
AMGN Amgen Inc. Reduce -0.9% 0.01% −0.00
TSLA Tesla Inc. Reduce -6.5% 0.02% −0.00
V Visa Inc. Class A Reduce -3.4% 0.05% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.0% 0.02% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.3% 0.02% −0.00
ITA iShares U.S. Aerospace & Def Reduce -0.8% 0.02% −0.00
IWY iShares Russell Top 200 Grow Reduce -4.3% 0.06% −0.00
ABCB Ameris Bancorp Reduce -2.2% 0.09% +0.00
IVW iShares S&P 500 Growth ETF Reduce -7.2% 0.43% +0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.7% 0.05% +0.00
IWR iShares Russell Mid-Cap ETF Reduce -0.3% 0.37% +0.00
IWM iShares Russell 2000 ETF Reduce -0.1% 0.04% +0.00
ITOT iShares Core S&P Total U.S. Reduce -0.0% 0.18% +0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -33.2% 0.04% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -0.6% 1.90% +0.01
PANW Palo Alto Networks Inc. Reduce -1.8% 0.09% +0.04

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +1.7% 29.84% +1.05
IJH iShares Core S&P Midcap ETF Add +2.2% 9.60% +0.34
IJR iShares Core S&P Small-Cap E Add +1.5% 4.34% +0.31
ICSH iShares Ultra Short Duration Add +93.0% 0.42% +0.17
PNFP Pinnacle Financial Partners Add +984.4% 0.16% +0.15
CAT Caterpillar Inc. Add +0.4% 0.13% +0.03
VGT Vanguard Info Tech ETF New 0.03% +0.03
XVV iShares ESG Select Screened New 0.03% +0.03
AMD Advanced Micro Devices New 0.02% +0.02
CYH Community Health Systems Inc. New 0.02% +0.02
VEA Vanguard Ftse Developed ETF New 0.02% +0.02
DELL Dell Technologies -C New 0.02% +0.02
INTC Intel Corp. New 0.02% +0.02
VUG Vanguard Mrngstar GR ETF-Sui New 0.02% +0.02
QCOM Qualcomm Inc. New 0.02% +0.02
MCHP Microchip Technology Inc. New 0.02% +0.02
LLY Eli Lilly & Co. Add +2.3% 0.10% +0.02
IJT iShares S&P Small-Cap 600 GR New 0.01% +0.01
AVGO Broadcom Inc. Add +1.1% 0.14% +0.01
GOOGL Alphabet Inc. Class A Add +6.5% 0.08% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +3.2% 0.21% +0.01
GOOG Alphabet Inc. Class C Add +1.3% 0.10% +0.01
GEV GE Vernova Inc. Add +7.3% 0.04% +0.01
UNH Unitedhealth Group Inc. Add +0.8% 0.03% +0.01
AAPL Apple Inc. Add +0.5% 0.47% +0.01
GE General Electric Add +1.0% 0.05% +0.01
VOO Vanguard S&P 500 ETF Add +11.3% 0.07% +0.01
DAL Delta Air Lines Inc. Add +0.3% 0.04% +0.01
NVDA Nvidia Corp. Add +1.2% 0.25% +0.01
CSCO Cisco Systems Inc. Add +0.9% 0.02% +0.01
AMZN Amazon.com Inc. Add +2.0% 0.18% +0.01
IXUS iShares Core Intl Stock ETF Add +2.2% 10.41% +0.01
IWO iShares Russell 2000 Growth Add +0.1% 0.06% +0.01
BOXX Alpha Architect 1-3 MNTH Box Add +32.1% 0.02% +0.00
SCHG Schwab US Large-Cap Growth Add +12.1% 0.02% +0.00
SCHB Schwab US Broad Market ETF Add +2.7% 0.05% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.0% 0.11% +0.00
SPYV SS SPDR P S&P 500 Value ETF Add +13.4% 0.03% +0.00
QUAL iShares MSCI USA Quality Fac Add +1.3% 0.08% +0.00
JPM JPMorgan Chase & Co. Add +5.1% 0.06% +0.00
ABBV Abbvie Inc. Add +1.0% 0.06% +0.00
IWV iShares Russell 3000 ETF Add +0.1% 0.09% +0.00
GS Goldman Sachs Group Inc. Add +3.3% 0.02% +0.00
SFY Sofi Select 500 ETF Add +0.5% 0.03% +0.00
BAC Bank of America Corp. Add +0.2% 0.04% +0.00
IWN iShares Russell 2000 Value E Add +0.4% 0.04% +0.00
IWL iShares Russell Top 200 ETF Add +0.0% 0.06% +0.00
ETN Eaton Corp. PLC Add +0.4% 0.02% +0.00
IWB iShares Russell 1000 ETF Add +0.1% 0.04% +0.00
CINF Cincinnati Financial Corp. Add +0.6% 0.01% +0.00

Options Activity Q1 2026 → Q2 2026
V Visa Inc. Class A call Sold out 100 $30Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$1.7BIVV, UBND, IXUS, IJH, IJR
Q1 2026 153$1.5BIVV, UBND, IXUS, IJH, IJR
Q4 2025 156$1.4BIVV, UBND, IXUS, IJH, SPYM
Q3 2025 157$1.4BIVV, UBND, IXUS, IJH, SPYM
Q2 2025 155$1.3BIVV, AGG, IXUS, IJH, SPYM
Q1 2025 147$1.2BIVV, AGG, IXUS, IJH, IJR
Q4 2024 145$1.2BIVV, AGG, IJH, IXUS, IJR
Q3 2024 151$1.2BIVV, AGG, IXUS, IJH, IJR
Q2 2024 149$1.1BIVV, AGG, IXUS, IJH, IJR
Q1 2024 149$1.1BIVV, AGG, IXUS, IJH, IJR