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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110K	Sell	738 -26	-3%	-$3.57K	﹤0.01%	147
2026 Q1	$95K	Sell	764 -361	-32%	-$45.9K	﹤0.01%	146
2025 Q4	$135K	Sell	1,125 -15	-1%	-$1.79K	0.01%	118
2025 Q3	$135K	Buy	1,140 +279	+32%	+$32.1K	0.01%	122
2025 Q2	$94.1K	Sell	861 -69	-7%	-$7.13K	﹤0.01%	118
2025 Q1	$97.3K	Hold	930	–	–	0.01%	117
2024 Q4	$107K	Buy	+930	New	+$111K	0.01%	112
2024 Q1	–	Sell	-1,921	Closed	-$208K	–	109
2023 Q4	$208K	Buy	+1,921	New	+$185K	0.01%	94
2015 Q3	–	Sell	-1,294	Closed	-$76K	–	131
2015 Q2	$76K	Buy	+1,294	New	+$76.5K	0.02%	175
2014 Q4	–	Sell	-1,294	Closed	-$67K	–	146
2014 Q3	$67K	Buy	+1,294	New	+$70.4K	0.02%	142
2014 Q2	–	Sell	-1,294	Closed	-$71K	–	130
2014 Q1	$71K	Buy	+1,294	New	+$70K	0.02%	118
2013 Q4	–	Sell	-1,294	Closed	-$65K	–	131
2013 Q3	$65K	Hold	1,294	–	–	0.02%	103
2013 Q2	$58K	Buy	+1,294	New	+$57.3K	0.02%	104

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, selling an estimated $3.57K and leaving 738 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Halbert Hargrove Global Advisors first reported a position in IJR in Q2 2013 and has held it in 13 quarters since. The position peaked at $208K in Q4 2023. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Halbert Hargrove Global Advisors held 738 shares of iShares Core S&P Small-Cap ETF worth $110K as of Q2 2026.
Halbert Hargrove Global Advisors sold 26 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.57K.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #147 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's iShares Core S&P Small-Cap ETF position peaked at $208K in Q4 2023.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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