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

Cardinal Strategic Wealth Guidance’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
2025
Q3 		– Sell
-16
Closed -$1.75K – 61
2025
Q2 		$1.75K Sell
16
-118
-88% -$12.2K ﹤0.01% 62
2025
Q1 		$14K Sell
134
-1,927
-93% -$217K ﹤0.01% 57
2024
Q4 		$237K Buy
2,061
+1,102
+115% +$132K 0.08% 59
2024
Q3 		$112K Hold
959
– – 0.04% 54
2024
Q2 		$102K Sell
959
-146
-13% -$15.6K 0.04% 55
2024
Q1 		$122K Sell
1,105
-1,339
-55% -$142K 0.05% 50
2023
Q4 		$265K Buy
2,444
+11
+0.5% +$1.06K 0.11% 55
2023
Q3 		$230K Hold
2,433
– – 0.11% 58
2023
Q2 		$242K Sell
2,433
-14,165
-85% -$1.35M 0.11% 56
2023
Q1 		$1.6M Sell
16,598
-12,751
-43% -$1.27M 0.74% 19
2022
Q4 		$2.78M Sell
29,349
-7,489
-20% -$718K 1.34% 14
2022
Q3 		$3.21M Sell
36,838
-14,527
-28% -$1.41M 1.71% 10
2022
Q2 		$4.75M Sell
51,365
-6,029
-11% -$600K 2.42% 11
2022
Q1 		$6.19M Sell
57,394
-15,431
-21% -$1.67M 2.84% 10
2021
Q4 		$8.34M Buy
72,825
+4,198
+6% +$478K 3.89% 6
2021
Q3 		$7.49M Sell
68,627
-840
-1% -$92.5K 3.92% 7
2021
Q2 		$7.85M Buy
69,467
+3,245
+5% +$362K 4.13% 8
2021
Q1 		$7.19M Buy
66,222
+32,136
+94% +$3.36M 4.21% 8
2020
Q4 		$3.13M Buy
34,086
+2,763
+9% +$227K 1.86% 11
2020
Q3 		$2.2M Buy
31,323
+375
+1% +$26.9K 1.56% 12
2020
Q2 		$2.11M Buy
30,948
+209
+0.7% +$13.2K 1.57% 12
2020
Q1 		$1.73M Buy
30,739
+2,656
+9% +$198K 1.58% 10
2019
Q4 		$2.35M Buy
+28,083
New +$2.26M 2.03% 9

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 16 shares — an estimated $1.75K sold.

Cardinal Strategic Wealth Guidance first reported a position in IJR in Q4 2019 and held it in 23 quarters. The position peaked at $8.34M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 16 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $1.75K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 23 quarters.
  • Cardinal Strategic Wealth Guidance's iShares Core S&P Small-Cap ETF position peaked at $8.34M in Q4 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

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