Quadcap Wealth Management »

iShares S&P MidCap 400 Value Index shares owned by Quadcap Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Quadcap Wealth Management from 13F filings

Historical chart of Quadcap Wealth Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Quadcap Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 3.1k 123.63
2024-03-31 $371k 3.1k 118.30
2023-12-31 $357k 3.1k 114.04

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quadcap Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index