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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Buy	2,547 +579	+29%	+$79.5K	0.02%	210
2026 Q1	$245K	Buy	1,968 +1	+0.1%	+$127	0.02%	253
2025 Q4	$236K	Sell	1,967 -8	-0.4%	-$957	0.02%	235
2025 Q3	$230K	Sell	1,975 -334	-14%	-$38.4K	0.02%	244
2025 Q2	$252K	Sell	2,309 -425	-16%	-$43.9K	0.02%	201
2025 Q1	$286K	Buy	+2,734	New	+$309K	0.03%	155

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cardinal Point Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q2 2026, buying an estimated $79.5K and bringing the position to 2,547 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #210.

Cardinal Point Capital Management first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cardinal Point Capital Management held 2,547 shares of iShares Core S&P Small-Cap ETF worth $378K as of Q2 2026.
Cardinal Point Capital Management bought 579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $79.5K.
iShares Core S&P Small-Cap ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #210 holding.
Cardinal Point Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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