iShares S&P MidCap 400 Index shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 20k | 60.74 |
| 2023-12-31 | $1.1M | 4.1k | 277.15 |
| 2023-09-30 | $1.2M | 4.7k | 249.35 |
| 2023-06-30 | $1.2M | 4.8k | 261.48 |
| 2023-03-31 | $1.2M | 4.9k | 250.16 |
| 2022-12-31 | $897k | 3.7k | 241.89 |
| 2022-09-30 | $863k | 3.9k | 219.37 |
| 2022-06-30 | $890k | 3.9k | 226.23 |
| 2022-03-31 | $1.1M | 4.0k | 268.22 |
| 2021-12-31 | $1.1k | 399 | 2.83 |
| 2021-09-30 | $1.0M | 4.0k | 263.05 |
| 2021-06-30 | $1.1M | 4.0k | 268.85 |
| 2021-03-31 | $1.0M | 3.9k | 260.31 |
| 2020-12-31 | $888k | 3.9k | 229.75 |
| 2020-09-30 | $772k | 4.2k | 185.35 |
| 2020-06-30 | $790k | 4.4k | 177.93 |
| 2020-03-31 | $6.4M | 45k | 143.86 |
| 2019-12-31 | $9.4M | 46k | 205.82 |
| 2019-09-30 | $8.8M | 46k | 193.23 |
| 2019-06-30 | $8.7M | 45k | 194.26 |
| 2019-03-31 | $9.3M | 49k | 189.41 |
| 2018-12-31 | $7.8M | 47k | 166.06 |
| 2018-09-30 | $9.3M | 46k | 201.30 |
| 2018-06-30 | $8.9M | 46k | 194.79 |
| 2018-03-31 | $8.5M | 45k | 187.57 |
| 2017-12-31 | $8.5M | 45k | 189.78 |
| 2017-09-30 | $7.9M | 44k | 178.89 |
| 2017-06-30 | $7.2M | 41k | 173.94 |
| 2017-03-31 | $6.3M | 37k | 171.21 |
| 2016-12-31 | $2.7M | 16k | 165.35 |
| 2016-09-30 | $2.4M | 16k | 154.73 |
| 2016-06-30 | $2.3M | 16k | 149.41 |
| 2016-03-31 | $2.2M | 16k | 144.21 |
| 2015-12-31 | $2.2M | 1.6k | 1394.15 |
| 2015-09-30 | $2.2M | 17k | 136.60 |
| 2015-06-30 | $2.5M | 17k | 149.97 |
| 2015-03-31 | $2.6M | 17k | 151.97 |
| 2014-12-31 | $2.6M | 18k | 144.81 |
| 2014-09-30 | $2.5M | 18k | 136.75 |
| 2014-06-30 | $2.6M | 18k | 143.06 |
| 2014-03-31 | $2.5M | 19k | 137.48 |
| 2013-12-31 | $2.5M | 19k | 133.82 |
| 2013-09-30 | $2.5M | 20k | 124.15 |
| 2013-06-30 | $2.3M | 20k | 115.49 |
| 2013-03-31 | $2.6M | 22k | 115.09 |
| 2012-12-31 | $2.3M | 23k | 101.68 |
| 2012-09-30 | $2.5M | 25k | 98.67 |
| 2012-06-30 | $2.4M | 26k | 94.16 |
| 2012-03-31 | $2.7M | 27k | 99.20 |
| 2011-12-31 | $2.4M | 27k | 87.59 |
| 2011-03-31 | $2.7M | 28k | 98.70 |
More positions owned by Joel R Mogy Investment Counsel
Home Depot (HD)
View all positions for Joel R Mogy Investment Counsel