Cardinal Point Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,576	Closed	-$266K	–	76
2023 Q4	$266K	Hold	2,576	–	–	0.06%	59
2023 Q3	$231K	Hold	2,576	–	–	0.06%	62
2023 Q2	$245K	Hold	2,576	–	–	0.07%	59
2023 Q1	$241K	Hold	2,576	–	–	0.07%	72
2022 Q4	$235K	Buy	+2,576	New	+$237K	0.08%	64

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardinal Point Capital Management's IJS Position: Q1 2024 in Review

Cardinal Point Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 2,576 shares — an estimated $266K sold.

Cardinal Point Capital Management first reported a position in IJS in Q4 2022 and held it in 5 quarters. The position peaked at $266K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

Cardinal Point Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 2,576 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $266K.
Cardinal Point Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 5 quarters.
Cardinal Point Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $266K in Q4 2023.
759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Cardinal Point Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.