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iShares S&P MidCap 400 Index shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 4.0k 66.00
2025-09-30 $259k 4.0k 64.49
2025-06-30 $226k 3.6k 62.02

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Rbc Cad (RY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Multisector Bd (PYLD)
Toronto Dominion Bk Ont Com New (TD)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
First Command Advisory Services
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index