iShares S&P MidCap 400 Growth shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares S&P MidCap 400 Growth
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All positions including iShares S&P MidCap 400 Growth held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Growth by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 3.7k | 95.89 |
| 2025-06-30 | $344k | 3.8k | 90.98 |
| 2025-03-31 | $315k | 3.8k | 83.28 |
| 2024-12-31 | $344k | 3.8k | 90.93 |
| 2024-09-30 | $342k | 3.7k | 91.93 |
| 2024-06-30 | $326k | 3.7k | 88.11 |
| 2024-03-31 | $337k | 3.7k | 91.25 |
| 2023-12-31 | $293k | 3.7k | 79.22 |
| 2023-09-30 | $267k | 3.7k | 72.24 |
| 2023-06-30 | $277k | 3.7k | 75.00 |
| 2023-03-31 | $264k | 3.7k | 71.51 |
| 2022-12-31 | $252k | 3.7k | 68.30 |
| 2022-09-30 | $233k | 3.7k | 63.04 |
| 2022-06-30 | $252k | 4.0k | 63.70 |
| 2022-03-31 | $329k | 4.3k | 77.23 |
| 2021-12-31 | $366k | 4.3k | 85.22 |
| 2021-09-30 | $340k | 4.3k | 79.16 |
| 2021-06-30 | $348k | 4.3k | 81.02 |
| 2021-03-31 | $354k | 4.5k | 78.42 |
| 2020-12-31 | $346k | 4.8k | 72.14 |
| 2020-09-30 | $287k | 1.2k | 239.37 |
| 2020-06-30 | $284k | 1.3k | 223.80 |
| 2020-03-31 | $490k | 2.7k | 178.57 |
| 2019-12-31 | $952k | 4.0k | 238.24 |
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