HHGA
Halbert Hargrove Global Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Sell |
861
-69
| -7% | -$7.54K | ﹤0.01% | 106 |
|
|
2025
Q1 | $97.3K | Hold |
930
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $107K | Buy |
+930
| New | +$107K | 0.01% | 98 |
|
|
2024
Q1 | – | Sell |
-1,921
| Closed | -$208K | – | 94 |
|
|
2023
Q4 | $208K | Buy |
+1,921
| New | +$208K | 0.01% | 86 |
|
|
2015
Q3 | – | Sell |
-647
| Closed | -$76K | – | 131 |
|
|
2015
Q2 | $76K | Buy |
+647
| New | +$76K | 0.02% | 175 |
|
|
2014
Q4 | – | Sell |
-647
| Closed | -$67K | – | 146 |
|
|
2014
Q3 | $67K | Buy |
+647
| New | +$67K | 0.02% | 142 |
|
|
2014
Q2 | – | Sell |
-647
| Closed | -$71K | – | 130 |
|
|
2014
Q1 | $71K | Buy |
+647
| New | +$71K | 0.02% | 118 |
|
|
2013
Q4 | – | Sell |
-647
| Closed | -$65K | – | 131 |
|
|
2013
Q3 | $65K | Hold |
647
| – | – | 0.02% | 103 |
|
|
2013
Q2 | $58K | Buy |
+647
| New | +$58K | 0.02% | 104 |
|