iShares Russell Midcap Value Index shares owned by Halpern Financial
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $478k | 3.6k | 131.19 |
| 2024-06-30 | $440k | 3.6k | 120.72 |
| 2024-03-31 | $536k | 4.3k | 123.83 |
| 2023-12-31 | $493k | 4.3k | 114.01 |
| 2023-09-30 | $451k | 4.3k | 104.33 |
| 2023-06-30 | $283k | 2.6k | 109.82 |
| 2023-03-31 | $274k | 2.6k | 106.18 |
| 2022-12-31 | $271k | 2.6k | 105.32 |
| 2022-09-30 | $247k | 2.6k | 96.03 |
| 2022-06-30 | $262k | 2.6k | 101.55 |
| 2022-03-31 | $308k | 2.6k | 119.62 |
| 2021-12-31 | $315k | 2.6k | 122.36 |
| 2021-09-30 | $292k | 2.6k | 113.23 |
| 2021-06-30 | $148k | 1.3k | 114.94 |
| 2021-03-31 | $145k | 1.3k | 109.26 |
| 2020-12-31 | $129k | 1.3k | 96.92 |
| 2020-09-30 | $107k | 1.3k | 80.81 |
| 2020-06-30 | $101k | 1.3k | 76.50 |
| 2020-03-31 | $113k | 1.8k | 64.08 |
| 2019-12-31 | $196k | 2.1k | 94.75 |
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