Cardinal Point Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cardinal Point Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	18,002 +1,392	+8%	+$102K	0.08%	107
2026 Q1	$1.12M	Buy	16,610 +12,600	+314%	+$874K	0.07%	113
2025 Q4	$265K	Buy	4,010 +1	+0%	+$66	0.02%	220
2025 Q3	$259K	Buy	4,009 +361	+10%	+$23.2K	0.02%	226
2025 Q2	$226K	Buy	+3,648	New	+$214K	0.02%	219

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Cardinal Point Capital Management's IJH Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q2 2026, buying an estimated $102K and bringing the position to 18,002 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #107.

Cardinal Point Capital Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cardinal Point Capital Management held 18,002 shares of iShares Core S&P Mid-Cap ETF worth $1.39M as of Q2 2026.
Cardinal Point Capital Management bought 1,392 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Cardinal Point Capital Management's portfolio in Q2 2026, its #107 holding.
Cardinal Point Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.