iShares S&P SmallCap 600 Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 100k | 108.17 |
| 2023-12-31 | $11M | 103k | 104.86 |
| 2023-09-30 | $13M | 133k | 94.33 |
| 2023-06-30 | $14M | 135k | 99.65 |
| 2023-03-31 | $14M | 149k | 96.70 |
| 2022-12-31 | $14M | 146k | 94.64 |
| 2022-09-30 | $13M | 149k | 87.19 |
| 2022-06-30 | $14M | 147k | 92.41 |
| 2022-03-31 | $14M | 125k | 107.88 |
| 2021-12-31 | $10M | 88k | 114.51 |
| 2021-09-30 | $9.1M | 84k | 109.19 |
| 2021-06-30 | $8.7M | 77k | 112.98 |
| 2021-03-31 | $9.0M | 83k | 108.53 |
| 2020-12-31 | $7.9M | 86k | 91.90 |
| 2020-09-30 | $6.2M | 88k | 70.23 |
| 2020-06-30 | $5.5M | 81k | 68.29 |
| 2020-03-31 | $4.9M | 87k | 56.11 |
| 2019-12-31 | $10M | 123k | 83.85 |
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