Ownership history in Halpern Financial, Inc. Β· 6 quarters on record
This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in ISHARES S&P 500 GROWTH ETF (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Halpern Financial, Inc. outperformed the S&P 500 by +3.5% annually on this IVW position. Timing score: 20% (1/5 decisions correct). Average cost basis: $67.95. Maximum drawdown during holding period: β2.6%.
β
Outperformed SPY on this position by 3.5% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $67.55 (2023 Q3) Β· Worst: $69.36 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 5.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size