Cardinal Strategic Wealth Guidance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025 Q3	–	Sell	-57	Closed	-$3.54K	–	60
2025 Q2	$3.54K	Hold	57	–	–	﹤0.01%	61
2025 Q1	$3.33K	Hold	57	–	–	﹤0.01%	64
2024 Q4	$3.55K	Buy	+57	New	+$3.66K	﹤0.01%	83
2024 Q1	–	Sell	-55	Closed	-$3.05K	–	62
2023 Q4	$3.05K	Sell	55 -26,215	-100%	-$1.33M	﹤0.01%	73
2023 Q3	$1.31M	Buy	+26,270	New	+$1.38M	0.61%	17

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IJH Position: Q3 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 57 shares — an estimated $3.54K sold.

Cardinal Strategic Wealth Guidance first reported a position in IJH in Q3 2023 and held it in 5 quarters. The position peaked at $1.31M in Q3 2023. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 57 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $3.54K.
Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 5 quarters.
Cardinal Strategic Wealth Guidance's iShares Core S&P Mid-Cap ETF position peaked at $1.31M in Q3 2023.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2025, filed 22 Oct 2025.