iShares Russell 1000 Value Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 10k | 189.04 |
| 2024-06-30 | $1.8M | 10k | 174.47 |
| 2024-03-31 | $1.8M | 10k | 177.28 |
| 2023-12-31 | $1.7M | 10k | 164.33 |
| 2023-09-30 | $2.1M | 14k | 151.82 |
| 2023-06-30 | $2.0M | 13k | 157.83 |
| 2023-03-31 | $3.3M | 21k | 152.26 |
| 2022-12-31 | $3.4M | 22k | 151.65 |
| 2022-09-30 | $3.0M | 22k | 135.99 |
| 2022-06-30 | $3.3M | 23k | 144.97 |
| 2022-03-31 | $3.8M | 23k | 165.98 |
| 2021-12-31 | $993k | 5.9k | 167.94 |
| 2021-09-30 | $933k | 6.0k | 156.52 |
| 2021-06-30 | $718k | 4.5k | 158.64 |
| 2021-03-31 | $754k | 5.0k | 151.57 |
| 2020-12-31 | $675k | 4.9k | 136.74 |
| 2020-09-30 | $583k | 4.9k | 118.14 |
| 2020-06-30 | $556k | 4.9k | 112.63 |
| 2020-03-31 | $344k | 3.5k | 99.17 |
| 2019-12-31 | $755k | 5.5k | 136.47 |
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