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iShares Dow Jones US Technology shares owned by Halpern Financial

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 120 149.05
2024-06-30 $18k 120 150.50
2024-03-31 $16k 120 134.77
2023-12-31 $14k 120 118.31
2023-09-30 $13k 120 104.92
2023-06-30 $13k 120 108.87
2023-03-31 $11k 120 92.81
2022-12-31 $8.9k 120 74.49
2022-09-30 $8.8k 120 73.37
2022-06-30 $9.6k 120 79.95
2022-03-31 $12k 120 103.04
2021-12-31 $14k 120 114.82
2021-09-30 $12k 120 101.26
2021-06-30 $12k 120 99.40
2021-03-31 $11k 120 87.70
2020-12-31 $10k 120 85.08
2020-09-30 $9.0k 30 301.07