iShares S&P MidCap 400 Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 63k | 60.74 |
| 2023-12-31 | $3.2M | 12k | 277.16 |
| 2023-09-30 | $2.5M | 10k | 249.35 |
| 2023-06-30 | $2.4M | 9.0k | 261.47 |
| 2023-03-31 | $2.0M | 7.8k | 250.16 |
| 2022-12-31 | $1.8M | 7.5k | 241.88 |
| 2022-09-30 | $966k | 4.4k | 219.30 |
| 2022-06-30 | $575k | 2.5k | 226.20 |
| 2022-03-31 | $677k | 2.6k | 261.69 |
| 2021-12-31 | $720k | 2.5k | 283.24 |
| 2021-09-30 | $669k | 2.5k | 263.18 |
| 2021-06-30 | $683k | 2.5k | 268.69 |
| 2021-03-31 | $703k | 2.7k | 260.18 |
| 2020-12-31 | $621k | 2.7k | 229.83 |
| 2020-09-30 | $501k | 2.7k | 185.42 |
| 2020-06-30 | $485k | 2.7k | 177.85 |
| 2020-03-31 | $435k | 3.0k | 143.85 |
| 2019-12-31 | $588k | 2.9k | 205.81 |
| 2019-09-30 | $536k | 2.8k | 193.15 |
| 2019-06-30 | $539k | 2.8k | 194.23 |
| 2019-03-31 | $526k | 2.8k | 189.55 |
| 2018-12-31 | $423k | 2.4k | 175.88 |
| 2018-09-30 | $490k | 2.4k | 201.23 |
| 2018-06-30 | $474k | 2.4k | 194.66 |
| 2018-03-31 | $447k | 2.4k | 187.74 |
| 2017-12-31 | $452k | 2.4k | 189.84 |
| 2017-09-30 | $426k | 2.4k | 178.92 |
| 2017-06-30 | $445k | 2.6k | 173.76 |
| 2017-03-31 | $438k | 2.6k | 171.03 |
| 2016-12-31 | $423k | 2.6k | 165.17 |
| 2016-09-30 | $396k | 2.6k | 154.63 |
| 2016-06-30 | $378k | 2.5k | 149.35 |
| 2016-03-31 | $387k | 2.7k | 144.35 |
| 2015-12-31 | $374k | 2.7k | 139.50 |
| 2015-09-30 | $366k | 2.7k | 136.52 |
| 2015-06-30 | $402k | 2.7k | 149.94 |
| 2015-03-31 | $407k | 2.7k | 151.81 |
| 2014-12-31 | $490k | 3.4k | 144.76 |
| 2014-09-30 | $140k | 1.0k | 137.12 |
| 2014-06-30 | $103k | 721 | 142.86 |
| 2014-03-31 | $943k | 5.3k | 179.11 |
| 2013-12-31 | $96k | 721 | 133.15 |
| 2013-09-30 | $90k | 721 | 124.83 |
| 2013-06-30 | $83k | 721 | 115.12 |
| 2013-03-31 | $83k | 721 | 115.12 |
| 2012-12-31 | $51k | 500 | 102.00 |