iShares Russell Midcap Index Fund shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 82.96 |
| 2023-12-31 | $1.4M | 18k | 75.91 |
| 2023-09-30 | $1.3M | 18k | 69.25 |
| 2023-06-30 | $1.3M | 18k | 73.03 |
| 2023-03-31 | $1.3M | 18k | 69.92 |
| 2022-12-31 | $1.2M | 18k | 67.45 |
| 2022-09-30 | $1.1M | 18k | 62.15 |
| 2022-06-30 | $1.2M | 19k | 64.66 |
| 2022-03-31 | $1.4M | 19k | 78.04 |
| 2021-12-31 | $1.5M | 19k | 83.01 |
| 2021-09-30 | $1.5M | 19k | 78.22 |
| 2021-06-30 | $1.5M | 19k | 79.24 |
| 2021-03-31 | $1.7M | 24k | 73.93 |
| 2020-12-31 | $1.7M | 25k | 68.55 |
| 2020-09-30 | $1.4M | 25k | 57.38 |
| 2020-06-30 | $1.3M | 25k | 53.60 |
| 2020-03-31 | $327k | 7.6k | 43.17 |
| 2019-12-31 | $528k | 8.9k | 59.62 |
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