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iShares S&P MidCap 400 Growth shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares S&P MidCap 400 Growth

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All positions including iShares S&P MidCap 400 Growth held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $37M 470k 79.22
2023-09-30 $34M 468k 72.24
2023-06-30 $34M 459k 75.00
2023-03-31 $32M 450k 71.51
2022-12-31 $30M 443k 68.30
2022-09-30 $27M 428k 63.02
2022-06-30 $28M 440k 63.73
2022-03-31 $33M 436k 74.93
2021-12-31 $37M 434k 85.26
2021-09-30 $34M 427k 79.19
2021-06-30 $34M 423k 80.93
2021-03-31 $32M 410k 78.37
2020-12-31 $27M 379k 72.22
2020-09-30 $22M 91k 239.18
2020-06-30 $20M 90k 224.02
2020-03-31 $16M 90k 178.46
2019-12-31 $23M 95k 238.11
2019-09-30 $21M 94k 223.86
2019-06-30 $21M 92k 226.27
2019-03-31 $19M 88k 219.10
2018-12-31 $18M 90k 200.49
2018-09-30 $20M 85k 232.94
2018-06-30 $19M 86k 224.78
2018-03-31 $18M 84k 218.32
2017-12-31 $18M 82k 215.83
2017-09-30 $17M 82k 202.36
2017-06-30 $16M 81k 196.61
2017-03-31 $15M 79k 190.90
2016-12-31 $14M 74k 182.20
2016-09-30 $13M 72k 174.72
2016-06-30 $12M 70k 169.11
2016-03-31 $12M 71k 162.61
2015-12-31 $11M 67k 160.96
2015-09-30 $8.3M 53k 157.08
2015-06-30 $6.7M 40k 169.49
2015-03-31 $6.2M 36k 171.51
2014-12-31 $5.7M 35k 159.66
2014-09-30 $5.4M 36k 151.46
2014-06-30 $5.3M 34k 157.09
2014-03-31 $289k 3.8k 76.90
2013-12-31 $4.3M 29k 150.21
2013-09-30 $3.3M 24k 139.12
2013-06-30 $2.2M 17k 128.84
2013-03-31 $1.4M 11k 128.16
2012-12-31 $834k 7.3k 114.47

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)

View all positions for Joel Isaacson & Co

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth