Cardinal Strategic Wealth Guidance’s iShares S&P 100 ETF OEF Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.4M	Buy	67,234 +2,226	+3%	+$746K	5.64%	6
2025 Q4	$22.3M	Buy	65,008 +20,484	+46%	+$6.96M	5.83%	6
2025 Q3	$14.8M	Sell	44,524 -554	-1%	-$176K	3.99%	8
2025 Q2	$13.7M	Buy	45,078 +9,193	+26%	+$2.56M	3.96%	8
2025 Q1	$9.72M	Buy	35,885 +14,354	+67%	+$4.12M	3.11%	8
2024 Q4	$6.22M	Sell	21,531 -714	-3%	-$204K	1.98%	10
2024 Q3	$6.16M	Buy	22,245 +313	+1%	+$83.6K	2.02%	10
2024 Q2	$5.8M	Sell	21,932 -68	-0.3%	-$17K	2.09%	9
2024 Q1	$5.44M	Sell	22,000 -18,741	-46%	-$4.42M	2.05%	10
2023 Q4	$9.1M	Buy	40,741 +36,453	+850%	+$7.67M	3.62%	7
2023 Q3	$860K	Hold	4,288	–	–	0.4%	24
2023 Q2	$888K	Hold	4,288	–	–	0.39%	23
2023 Q1	$802K	Sell	4,288 -8,864	-67%	-$1.59M	0.37%	29
2022 Q4	$2.24M	Buy	+13,152	New	+$2.27M	1.08%	19

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's OEF Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance increased its iShares S&P 100 ETF (OEF) stake by 3.4% in Q1 2026, buying an estimated $746K and bringing the position to 67,234 shares worth $21.4M. The position accounts for 5.64% of the portfolio, ranked #6.

Cardinal Strategic Wealth Guidance first reported a position in OEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.3M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Cardinal Strategic Wealth Guidance held 67,234 shares of iShares S&P 100 ETF worth $21.4M as of Q1 2026.
Cardinal Strategic Wealth Guidance bought 2,226 iShares S&P 100 ETF shares in Q1 2026, an estimated $746K.
iShares S&P 100 ETF made up 5.64% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #6 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 14 quarters since.
Cardinal Strategic Wealth Guidance's iShares S&P 100 ETF position peaked at $22.3M in Q4 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.