iShares Russell 2000 Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 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 Russell 2000 Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 6.6k | 217.58 |
| 2024-06-30 | $1.3M | 6.6k | 202.88 |
| 2024-03-31 | $1.4M | 6.6k | 205.82 |
| 2023-12-31 | $1.3M | 6.7k | 194.19 |
| 2023-09-30 | $1.3M | 7.6k | 176.73 |
| 2023-06-30 | $1.4M | 7.6k | 187.27 |
| 2023-03-31 | $1.7M | 9.6k | 178.40 |
| 2022-12-31 | $1.9M | 11k | 174.36 |
| 2022-09-30 | $1.8M | 11k | 164.92 |
| 2022-06-30 | $1.9M | 11k | 169.36 |
| 2022-03-31 | $2.5M | 12k | 205.27 |
| 2020-03-31 | $40k | 345 | 114.56 |
| 2019-12-31 | $73k | 440 | 165.78 |