HF
Halpern Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.6M | Sell |
28,475
-14
| -0% | -$5.19K | 2.71% | 15 |
|
|
2024
Q2 | $10.4M | Sell |
28,489
-50
| -0.2% | -$18.2K | 2.85% | 13 |
|
|
2024
Q1 | $9.56M | Sell |
28,539
-40
| -0.1% | -$13.4K | 2.77% | 13 |
|
|
2023
Q4 | $8.45M | Sell |
28,579
-92
| -0.3% | -$27.2K | 2.62% | 14 |
|
|
2023
Q3 | $7.63M | Buy |
28,671
+941
| +3% | +$250K | 2.63% | 14 |
|
|
2023
Q2 | $7.63M | Sell |
27,730
-105
| -0.4% | -$28.9K | 2.61% | 14 |
|
|
2023
Q1 | $6.8M | Sell |
27,835
-984
| -3% | -$240K | 2.45% | 14 |
|
|
2022
Q4 | $6.17M | Hold |
28,819
| – | – | 2.26% | 14 |
|
|
2022
Q3 | $6.06M | Sell |
28,819
-40
| -0.1% | -$8.42K | 2.4% | 14 |
|
|
2022
Q2 | $6.31M | Sell |
28,859
-714
| -2% | -$156K | 2.46% | 12 |
|
|
2022
Q1 | $8.21M | Buy |
29,573
+15,203
| +106% | +$4.22M | 3.03% | 11 |
|
|
2021
Q4 | $4.39M | Sell |
14,370
-50
| -0.3% | -$15.3K | 1.88% | 12 |
|
|
2021
Q3 | $3.95M | Sell |
14,420
-748
| -5% | -$205K | 1.83% | 13 |
|
|
2021
Q2 | $4.12M | Sell |
15,168
-740
| -5% | -$201K | 1.94% | 11 |
|
|
2021
Q1 | $3.87M | Sell |
15,908
-56
| -0.4% | -$13.6K | 1.87% | 12 |
|
|
2020
Q4 | $3.85M | Sell |
15,964
-260
| -2% | -$62.7K | 2% | 11 |
|
|
2020
Q3 | $3.52M | Sell |
16,224
-260
| -2% | -$56.4K | 2.08% | 11 |
|
|
2020
Q2 | $3.16M | Buy |
16,484
+1,837
| +13% | +$353K | 2.1% | 12 |
|
|
2020
Q1 | $2.21M | Sell |
14,647
-60
| -0.4% | -$9.04K | 2.08% | 12 |
|
|
2019
Q4 | $2.59M | Buy |
+14,707
| New | +$2.59M | 2.02% | 11 |
|