iShares S&P 500 Growth Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 238k | 94.58 |
| 2024-06-30 | $23M | 249k | 92.54 |
| 2024-03-31 | $21M | 250k | 84.31 |
| 2023-12-31 | $19M | 256k | 73.29 |
| 2023-09-30 | $18M | 268k | 68.42 |
| 2023-06-30 | $19M | 269k | 70.48 |
| 2023-03-31 | $17M | 269k | 63.89 |
| 2022-12-31 | $16M | 265k | 58.50 |
| 2022-09-30 | $16M | 271k | 57.85 |
| 2022-06-30 | $16M | 268k | 60.35 |
| 2022-03-31 | $19M | 244k | 76.38 |
| 2021-12-31 | $19M | 231k | 83.67 |
| 2021-09-30 | $17M | 229k | 73.91 |
| 2021-06-30 | $17M | 237k | 72.73 |
| 2021-03-31 | $16M | 247k | 65.11 |
| 2020-12-31 | $16M | 250k | 63.82 |
| 2020-09-30 | $15M | 63k | 231.08 |
| 2020-06-30 | $13M | 65k | 207.49 |
| 2020-03-31 | $11M | 65k | 165.05 |
| 2019-12-31 | $12M | 60k | 193.64 |