iShares S&P 500 Value Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 500 Value Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50M | 254k | 196.32 |
| 2024-06-30 | $48M | 261k | 182.01 |
| 2024-03-31 | $49M | 264k | 184.19 |
| 2023-12-31 | $46M | 266k | 173.50 |
| 2023-09-30 | $43M | 282k | 153.84 |
| 2023-06-30 | $46M | 283k | 161.19 |
| 2023-03-31 | $41M | 273k | 151.76 |
| 2022-12-31 | $40M | 275k | 145.07 |
| 2022-09-30 | $35M | 273k | 128.52 |
| 2022-06-30 | $36M | 258k | 137.46 |
| 2022-03-31 | $36M | 233k | 155.72 |
| 2021-12-31 | $33M | 213k | 156.63 |
| 2021-09-30 | $30M | 203k | 145.42 |
| 2021-06-30 | $27M | 181k | 147.64 |
| 2021-03-31 | $24M | 170k | 141.24 |
| 2020-12-31 | $21M | 161k | 128.02 |
| 2020-09-30 | $17M | 154k | 112.45 |
| 2020-06-30 | $16M | 148k | 108.21 |
| 2020-03-31 | $13M | 135k | 96.25 |
| 2019-12-31 | $16M | 126k | 130.09 |