iShares Russell 2000 Value Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $476k | 3.1k | 155.43 |
| 2023-12-31 | $463k | 3.1k | 150.92 |
| 2023-09-30 | $416k | 3.1k | 135.57 |
| 2023-06-30 | $361k | 2.6k | 140.82 |
| 2023-03-31 | $351k | 2.6k | 137.04 |
| 2022-12-31 | $355k | 2.6k | 138.69 |
| 2022-09-30 | $330k | 2.6k | 128.95 |
| 2022-06-30 | $349k | 2.6k | 136.17 |
| 2022-03-31 | $413k | 2.6k | 161.42 |
| 2021-12-31 | $425k | 2.6k | 166.07 |
| 2021-09-30 | $410k | 2.6k | 160.25 |
| 2021-06-30 | $431k | 2.6k | 165.79 |
| 2021-03-31 | $424k | 2.7k | 159.49 |
| 2020-12-31 | $359k | 2.7k | 131.77 |
| 2020-09-30 | $318k | 3.2k | 99.34 |
| 2020-06-30 | $312k | 3.2k | 97.47 |
| 2020-03-31 | $155k | 1.9k | 82.04 |
| 2019-12-31 | $276k | 2.1k | 128.59 |
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