HF
Halpern Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.18M | Buy |
132,268
+492
| +0.4% | +$30.4K | 2.11% | 18 |
|
|
2024
Q2 | $7.71M | Buy |
131,776
+3,173
| +2% | +$186K | 2.12% | 18 |
|
|
2024
Q1 | $7.7M | Buy |
128,603
+102,426
| +391% | +$6.13M | 2.23% | 16 |
|
|
2023
Q4 | $7.07M | Sell |
26,177
-5,445
| -17% | -$1.47M | 2.19% | 16 |
|
|
2023
Q3 | $7.89M | Sell |
31,622
-296
| -0.9% | -$73.8K | 2.72% | 13 |
|
|
2023
Q2 | $8.35M | Sell |
31,918
-11,535
| -27% | -$3.02M | 2.86% | 13 |
|
|
2023
Q1 | $10.9M | Sell |
43,453
-3,402
| -7% | -$851K | 3.91% | 10 |
|
|
2022
Q4 | $11.3M | Sell |
46,855
-1,004
| -2% | -$243K | 4.15% | 8 |
|
|
2022
Q3 | $10.5M | Sell |
47,859
-461
| -1% | -$101K | 4.15% | 7 |
|
|
2022
Q2 | $10.9M | Buy |
48,320
+2,640
| +6% | +$597K | 4.26% | 8 |
|
|
2022
Q1 | $12.3M | Buy |
45,680
+17,595
| +63% | +$4.72M | 4.52% | 8 |
|
|
2021
Q4 | $7.95M | Sell |
28,085
-946
| -3% | -$268K | 3.4% | 10 |
|
|
2021
Q3 | $7.64M | Buy |
29,031
+1,605
| +6% | +$422K | 3.54% | 10 |
|
|
2021
Q2 | $7.37M | Sell |
27,426
-1,417
| -5% | -$381K | 3.47% | 10 |
|
|
2021
Q1 | $7.51M | Sell |
28,843
-1,247
| -4% | -$325K | 3.63% | 10 |
|
|
2020
Q4 | $6.92M | Sell |
30,090
-2,670
| -8% | -$614K | 3.6% | 10 |
|
|
2020
Q3 | $6.07M | Buy |
32,760
+2,720
| +9% | +$504K | 3.59% | 10 |
|
|
2020
Q2 | $5.34M | Sell |
30,040
-155
| -0.5% | -$27.6K | 3.54% | 10 |
|
|
2020
Q1 | $4.34M | Buy |
30,195
+12,326
| +69% | +$1.77M | 4.09% | 10 |
|
|
2019
Q4 | $3.68M | Buy |
+17,869
| New | +$3.68M | 2.87% | 10 |
|