HF
Halpern Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $71 | Sell |
1
-1,421
| -100% | -$101K | ﹤0.01% | 226 |
|
|
2024
Q2 | $138K | Buy |
+1,422
| New | +$138K | 0.04% | 60 |
|
|
2022
Q3 | – | Sell |
-549
| Closed | -$48.9K | – | 262 |
|
|
2022
Q2 | $48.9K | Buy |
+549
| New | +$48.9K | 0.02% | 85 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$10.4K | – | 246 |
|
|
2021
Q4 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 181 |
|
|
2021
Q3 | $10.1K | Buy |
+100
| New | +$10.1K | ﹤0.01% | 181 |
|
|
2020
Q3 | – | Sell |
-583
| Closed | -$70.2K | – | 212 |
|
|
2020
Q2 | $70.2K | Buy |
583
+182
| +45% | +$21.9K | 0.05% | 48 |
|
|
2020
Q1 | $40.1K | Sell |
401
-4,594
| -92% | -$459K | 0.04% | 47 |
|
|
2019
Q4 | $803K | Buy |
+4,995
| New | +$803K | 0.63% | 19 |
|