iShares S&P MidCap 400 Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial 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 Halpern Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.7M | 129k | 59.84 |
| 2023-12-31 | $7.1M | 26k | 270.01 |
| 2023-09-30 | $7.9M | 32k | 249.35 |
| 2023-06-30 | $8.3M | 32k | 261.48 |
| 2023-03-31 | $11M | 44k | 250.16 |
| 2022-12-31 | $11M | 47k | 241.89 |
| 2022-09-30 | $11M | 48k | 219.26 |
| 2022-06-30 | $11M | 48k | 226.23 |
| 2022-03-31 | $12M | 46k | 268.34 |
| 2021-12-31 | $8.0M | 28k | 283.08 |
| 2021-09-30 | $7.6M | 29k | 263.07 |
| 2021-06-30 | $7.4M | 27k | 268.73 |
| 2021-03-31 | $7.5M | 29k | 260.28 |
| 2020-12-31 | $6.9M | 30k | 229.83 |
| 2020-09-30 | $6.1M | 33k | 185.31 |
| 2020-06-30 | $5.3M | 30k | 177.82 |
| 2020-03-31 | $4.3M | 30k | 143.86 |
| 2019-12-31 | $3.7M | 18k | 205.82 |