iShares Russell Midcap Growth Idx. shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell Midcap Growth Idx.
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All positions including iShares Russell Midcap Growth Idx. held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Growth Idx. by Halpern Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $584k | 5.0k | 116.93 |
2024-06-30 | $551k | 5.0k | 110.35 |
2024-03-31 | $583k | 5.2k | 112.24 |
2023-12-31 | $523k | 5.2k | 100.66 |
2023-09-30 | $475k | 5.2k | 91.35 |
2023-06-30 | $348k | 3.6k | 96.63 |
2023-03-31 | $327k | 3.6k | 91.05 |
2022-12-31 | $301k | 3.6k | 83.60 |
2022-09-30 | $282k | 3.6k | 78.43 |
2022-06-30 | $285k | 3.6k | 79.22 |
2022-03-31 | $361k | 3.6k | 100.50 |
2021-12-31 | $414k | 3.6k | 115.22 |
2021-09-30 | $456k | 4.1k | 112.07 |
2021-06-30 | $216k | 1.9k | 113.22 |
2021-03-31 | $231k | 2.3k | 102.07 |
2020-12-31 | $314k | 3.1k | 102.66 |
2020-09-30 | $279k | 1.6k | 172.88 |
2020-06-30 | $255k | 1.6k | 158.13 |
2020-03-31 | $150k | 1.2k | 121.61 |
2019-12-31 | $204k | 1.3k | 152.60 |
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