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

Cardinal Point Wealth Management Partners’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
2023 Q1	$241K	Hold	2,576	–	–	0.07%	72
2022 Q4	$235K	Sell	2,576 -120	-4%	-$11.1K	0.08%	64
2022 Q3	$229K	Hold	2,696	–	–	0.11%	47
2022 Q2	$240K	Hold	2,696	–	–	0.12%	46
2022 Q1	$276K	Hold	2,696	–	–	0.12%	42
2021 Q4	$282K	Buy	+2,696	New	+$283K	0.12%	41

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

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

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

RFC

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IJS Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2023 at 2,576 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #72.

Cardinal Point Wealth Management Partners first reported a position in IJS in Q4 2021 and has held it in 6 quarters since. The position peaked at $282K in Q4 2021. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

Cardinal Point Wealth Management Partners held 2,576 shares of iShares S&P Small-Cap 600 Value ETF worth $241K as of Q1 2023.
Cardinal Point Wealth Management Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2023.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #72 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $282K in Q4 2021.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.