Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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HF
Halpern Financial’s
iShares S&P Small-Cap 600 Value ETF
IJS
Stock Holding History
Halpern Financial’s Portfolio
IJS Stock Details
IJS Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
$71
Sell
2024
Q2
$138K
Buy
2022
Q3
–
Sell
2022
Q2
$48.9K
Buy
2022
Q1
–
Sell
2021
Q4
$10.4K
Hold
2021
Q3
$10.1K
Buy
2020
Q3
–
Sell
2020
Q2
$70.2K
Buy
2020
Q1
$40.1K
Sell
2019
Q4
$803K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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