Halbert Hargrove Global Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$138K Sell
1,786
-12
-0.7% -$880 0.01% 130
2026
Q1
$121K Buy
1,798
+133
+8% +$9.23K 0.01% 125
2025
Q4
$110K Buy
1,665
+309
+23% +$20.2K 0.01% 130
2025
Q3
$88.5K Sell
1,356
-218
-14% -$14K ﹤0.01% 150
2025
Q2
$97.6K Sell
1,574
-507
-24% -$29.8K 0.01% 117
2025
Q1
$121K Buy
2,081
+844
+68% +$52.4K 0.01% 108
2024
Q4
$77.1K Buy
+1,237
New +$79.3K ﹤0.01% 124
2024
Q1
Sell
-4,725
Closed -$262K 108
2023
Q4
$262K Buy
+4,725
New +$240K 0.02% 85
2015
Q3
Sell
-2,435
Closed -$73K 130
2015
Q2
$73K Buy
+2,435
New +$74.3K 0.02% 176
2014
Q4
Sell
-2,435
Closed -$67K 145
2014
Q3
$67K Buy
+2,435
New +$68.6K 0.02% 141
2014
Q2
Sell
-2,435
Closed -$67K 129
2014
Q1
$67K Buy
+2,435
New +$65.5K 0.02% 119
2013
Q4
Sell
-2,435
Closed -$60K 130
2013
Q3
$60K Hold
2,435
0.02% 104
2013
Q2
$56K Buy
+2,435
New +$56.5K 0.02% 105

Other funds holding IJH

Halbert Hargrove Global Advisors's IJH Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q2 2026, selling an estimated $880 and leaving 1,786 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #130.

Halbert Hargrove Global Advisors first reported a position in IJH in Q2 2013 and has held it in 13 quarters since. The position peaked at $262K in Q4 2023. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,786 shares of iShares Core S&P Mid-Cap ETF worth $138K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #130 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
  • Halbert Hargrove Global Advisors's iShares Core S&P Mid-Cap ETF position peaked at $262K in Q4 2023.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.