Quadcap Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Quadcap Wealth Management’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
2026 Q1	$3.22M	Sell	47,745 -22	-0%	-$1.53K	0.37%	64
2025 Q4	$3.15M	Sell	47,767 -2,424	-5%	-$159K	0.36%	61
2025 Q3	$3.28M	Sell	50,191 -806	-2%	-$51.8K	0.39%	60
2025 Q2	$3.16M	Buy	50,997 +1,241	+2%	+$72.8K	0.4%	54
2025 Q1	$2.9M	Sell	49,756 -715	-1%	-$44.4K	0.42%	53
2024 Q4	$3.14M	Sell	50,471 -3,609	-7%	-$231K	0.46%	41
2024 Q3	$3.37M	Buy	54,080 +2,314	+4%	+$140K	0.53%	37
2024 Q2	$3.03M	Buy	51,766 +8,996	+21%	+$529K	0.55%	38
2024 Q1	$2.6M	Sell	42,770 -760	-2%	-$43K	0.59%	33
2023 Q4	$2.41M	Buy	+43,530	New	+$2.21M	0.62%	32

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Quadcap Wealth Management's IJH Position: Q1 2026 in Review

Quadcap Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q1 2026, selling an estimated $1.53K and leaving 47,745 shares worth $3.22M. The position accounts for 0.37% of the portfolio, ranked #64.

Quadcap Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.37M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Quadcap Wealth Management held 47,745 shares of iShares Core S&P Mid-Cap ETF worth $3.22M as of Q1 2026.
Quadcap Wealth Management sold 22 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.53K.
iShares Core S&P Mid-Cap ETF made up 0.37% of Quadcap Wealth Management's portfolio in Q1 2026, its #64 holding.
Quadcap Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.37M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.