iShares Russell 1000 Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $206k | 660 | 311.79 |
| 2024-06-30 | $171k | 574 | 297.54 |
| 2024-03-31 | $164k | 574 | 285.77 |
| 2023-12-31 | $148k | 574 | 258.18 |
| 2023-09-30 | $98k | 418 | 234.91 |
| 2023-06-30 | $34k | 140 | 243.74 |
| 2023-03-31 | $32k | 140 | 225.23 |
| 2022-12-31 | $34k | 160 | 210.52 |
| 2022-09-30 | $32k | 160 | 197.33 |
| 2022-06-30 | $33k | 160 | 207.76 |
| 2022-03-31 | $40k | 160 | 250.07 |
| 2021-12-31 | $69k | 260 | 264.43 |