HHGA
Halbert Hargrove Global Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.6K | Sell |
1,574
-507
| -24% | -$31.4K | 0.01% | 105 |
|
|
2025
Q1 | $121K | Buy |
2,081
+844
| +68% | +$49.2K | 0.01% | 96 |
|
|
2024
Q4 | $77.1K | Buy |
+1,237
| New | +$77.1K | ﹤0.01% | 110 |
|
|
2024
Q1 | – | Sell |
-945
| Closed | -$262K | – | 93 |
|
|
2023
Q4 | $262K | Buy |
+945
| New | +$262K | 0.02% | 77 |
|
|
2015
Q3 | – | Sell |
-487
| Closed | -$73K | – | 130 |
|
|
2015
Q2 | $73K | Buy |
+487
| New | +$73K | 0.02% | 176 |
|
|
2014
Q4 | – | Sell |
-487
| Closed | -$67K | – | 145 |
|
|
2014
Q3 | $67K | Buy |
+487
| New | +$67K | 0.02% | 141 |
|
|
2014
Q2 | – | Sell |
-487
| Closed | -$67K | – | 129 |
|
|
2014
Q1 | $67K | Buy |
+487
| New | +$67K | 0.02% | 119 |
|
|
2013
Q4 | – | Sell |
-487
| Closed | -$60K | – | 130 |
|
|
2013
Q3 | $60K | Hold |
487
| – | – | 0.02% | 104 |
|
|
2013
Q2 | $56K | Buy |
+487
| New | +$56K | 0.02% | 105 |
|