Halbert Hargrove Global Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Hold	155	–	–	﹤0.01%	256
2026 Q1	$20.5K	Hold	155	–	–	﹤0.01%	247
2025 Q4	$20.4K	Hold	155	–	–	﹤0.01%	248
2025 Q3	$20.1K	Hold	155	–	–	﹤0.01%	250
2025 Q2	$19.2K	Sell	155 -33	-18%	-$3.88K	﹤0.01%	193
2025 Q1	$22.5K	Buy	188 +33	+21%	+$4.13K	﹤0.01%	190
2024 Q4	$19.4K	Buy	+155	New	+$19.8K	﹤0.01%	193

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 155 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Halbert Hargrove Global Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Halbert Hargrove Global Advisors held 155 shares of iShares S&P Mid-Cap 400 Value ETF worth $22.9K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #256 holding.
Halbert Hargrove Global Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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