iShares S&P 1500 Index Fund shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $47k | 376 | 124.51 |
| 2024-06-30 | $45k | 376 | 118.78 |
| 2024-03-31 | $37k | 320 | 114.34 |
| 2023-12-31 | $33k | 320 | 103.43 |
| 2023-09-30 | $40k | 425 | 94.19 |
| 2023-06-30 | $42k | 425 | 97.84 |
| 2022-06-30 | $2.1k | 25 | 83.80 |
| 2022-03-31 | $2.5k | 25 | 100.96 |
| 2021-12-31 | $2.7k | 25 | 107.00 |
| 2021-09-30 | $2.5k | 25 | 98.40 |
| 2020-06-30 | $8.8k | 127 | 69.44 |
| 2020-03-31 | $7.3k | 127 | 57.21 |