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

Quadrant Private 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 Q3	$1.89M	Buy	+13,714	New	+$2.01M	0.25%	90
2026 Q2	–	Sell	-13,714	Closed	-$1.82M	–	217
2026 Q1	$1.82M	Sell	13,714 -4,300	-24%	-$589K	0.28%	90
2025 Q4	$2.37M	Hold	18,014	–	–	0.39%	76
2025 Q3	$2.34M	Sell	18,014 -558	-3%	-$71.5K	0.43%	71
2025 Q2	$2.3M	Sell	18,572 -3,742	-17%	-$440K	0.48%	64
2025 Q1	$2.67M	Hold	22,314	–	–	0.67%	45
2024 Q4	$2.79M	Hold	22,314	–	–	0.69%	41
2024 Q3	$2.76M	Hold	22,314	–	–	0.68%	39
2024 Q2	$2.53M	Sell	22,314 -78	-0.3%	-$8.9K	0.58%	47
2024 Q1	$2.65M	Buy	22,392 +78	+0.3%	+$8.78K	0.67%	41
2023 Q4	$2.54M	Buy	+22,314	New	+$2.29M	0.71%	39
2023 Q3	–	Sell	-22,290	Closed	-$2.39M	–	229
2023 Q2	$2.39M	Hold	22,290	–	–	0.69%	36
2023 Q1	$2.29M	Hold	22,290	–	–	0.71%	39
2022 Q4	$2.25M	Buy	+22,290	New	+$2.23M	0.75%	37

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Quadrant Private Wealth Management's IJJ Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 13,714 shares worth $1.89M. The stake represents 0.25% of the portfolio and ranks #90 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in IJJ as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.79M in Q4 2024. 476 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Quadrant Private Wealth Management held 13,714 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.89M as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Quadrant Private Wealth Management position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.25% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #90 holding.
Quadrant Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
Quadrant Private Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.79M in Q4 2024.
476 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.