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

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

Historical chart of Quadrant Private 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 Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 22k 114.04
2023-06-30 $2.4M 22k 107.13
2023-03-31 $2.3M 22k 102.77
2022-12-31 $2.2M 22k 100.80

More positions owned by Quadrant Private Wealth Management

Apple (AAPL)
Ready Cap Corp Com reit (RC)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Snowflake Cl A (SNOW)
Microsoft Corporation (MSFT)
Blackstone Secd Lending Common Stock (BXSL)
Oracle Corporation (ORCL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
PNC Financial Services (PNC)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for Quadrant Private Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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