Halpern Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Halpern Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$206K	Buy	660 +86	+15%	+$26K	0.05%	52
2024 Q2	$171K	Hold	574	–	–	0.05%	57
2024 Q1	$164K	Hold	574	–	–	0.05%	53
2023 Q4	$148K	Buy	574 +156	+37%	+$38.2K	0.05%	57
2023 Q3	$98.2K	Buy	418 +278	+199%	+$68.1K	0.03%	63
2023 Q2	$34.1K	Hold	140	–	–	0.01%	95
2023 Q1	$31.5K	Sell	140 -20	-13%	-$4.4K	0.01%	95
2022 Q4	$33.7K	Hold	160	–	–	0.01%	93
2022 Q3	$31.6K	Hold	160	–	–	0.01%	91
2022 Q2	$33.2K	Hold	160	–	–	0.01%	94
2022 Q1	$40K	Sell	160 -100	-38%	-$24.7K	0.01%	102
2021 Q4	$68.8K	Buy	+260	New	+$66.9K	0.03%	71

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Halpern Financial's IWB Position: Q3 2024 in Review

Halpern Financial increased its iShares Russell 1000 ETF (IWB) stake by 15% in Q3 2024, buying an estimated $26K and bringing the position to 660 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #52.

Halpern Financial first reported a position in IWB in Q4 2021 and has held it in 12 quarters since. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Halpern Financial held 660 shares of iShares Russell 1000 ETF worth $206K as of Q3 2024.
Halpern Financial bought 86 iShares Russell 1000 ETF shares in Q3 2024, an estimated $26K.
iShares Russell 1000 ETF made up 0.05% of Halpern Financial's portfolio in Q3 2024, its #52 holding.
Halpern Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 12 quarters since.
1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.