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

Cardinal Point Wealth 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
2021
Q3 		$271K Buy
2,696
+522
+24% +$52.7K 0.13% 33
2021
Q2 		$229K Hold
2,174
– – 0.1% 35
2021
Q1 		$219K Buy
+2,174
New +$206K 0.11% 34

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
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

Cardinal Point Wealth Management's IJS Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 24% in Q3 2021, buying an estimated $52.7K and bringing the position to 2,696 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #33.

Cardinal Point Wealth Management first reported a position in IJS in Q1 2021 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

  • Cardinal Point Wealth Management held 2,696 shares of iShares S&P Small-Cap 600 Value ETF worth $271K as of Q3 2021.
  • Cardinal Point Wealth Management bought 522 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $52.7K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #33 holding.
  • Cardinal Point Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.