iShares S&P MidCap 400 Index shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 10k | 65.26 |
| 2025-06-30 | $664k | 11k | 62.02 |
| 2025-03-31 | $625k | 11k | 58.35 |
| 2024-12-31 | $667k | 11k | 62.31 |
| 2024-09-30 | $674k | 11k | 62.32 |
| 2024-06-30 | $643k | 11k | 58.52 |
| 2024-03-31 | $667k | 11k | 60.74 |
| 2023-12-31 | $610k | 2.2k | 277.16 |
| 2023-09-30 | $559k | 2.2k | 249.36 |
| 2023-06-30 | $593k | 2.3k | 261.49 |
| 2023-03-31 | $568k | 2.3k | 250.17 |
| 2022-12-31 | $571k | 2.4k | 241.90 |
| 2022-09-30 | $575k | 2.6k | 219.38 |
| 2022-06-30 | $623k | 2.8k | 226.38 |
| 2022-03-31 | $723k | 2.7k | 268.37 |
| 2021-12-31 | $799k | 2.8k | 283.13 |
| 2021-09-30 | $742k | 2.8k | 262.93 |
| 2021-06-30 | $758k | 2.8k | 268.60 |
| 2021-03-31 | $791k | 3.0k | 260.20 |
| 2020-12-31 | $704k | 3.1k | 229.69 |
| 2020-09-30 | $570k | 3.1k | 185.19 |
| 2020-06-30 | $582k | 3.3k | 177.76 |
| 2020-03-31 | $795k | 5.5k | 143.89 |
| 2019-12-31 | $1.1M | 5.6k | 205.87 |
More positions owned by Carl P. Sherr & Co
Home Depot (HD)
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