Quadcap Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Quadcap Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,064	Closed	-$272K	–	410
2025 Q4	$272K	Buy	2,064 +59	+3%	+$7.68K	0.03%	329
2025 Q3	$260K	Buy	2,005 +1	+0%	+$128	0.03%	345
2025 Q2	$248K	Hold	2,004	–	–	0.03%	342
2025 Q1	$240K	Sell	2,004 -200	-9%	-$25K	0.03%	338
2024 Q4	$275K	Sell	2,204 -887	-29%	-$113K	0.04%	318
2024 Q3	$382K	Buy	3,091 +1	+0%	+$119	0.06%	278
2024 Q2	$351K	Sell	3,090 -42	-1%	-$4.79K	0.06%	286
2024 Q1	$371K	Hold	3,132	–	–	0.08%	245
2023 Q4	$357K	Buy	+3,132	New	+$322K	0.09%	250

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Quadcap Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,064 shares — an estimated $272K sold.

Quadcap Wealth Management first reported a position in IJJ in Q4 2023 and held it in 9 quarters. The position peaked at $382K in Q3 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Quadcap Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Quadcap Wealth Management sold 2,064 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $272K.
Quadcap Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 9 quarters.
Quadcap Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $382K in Q3 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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