Halbert Hargrove Global Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $135K | Buy |
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|
2025
Q2 | $94.1K | Sell |
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|
2025
Q1 | $97.3K | Hold |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $76K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $67K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $71K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $65K | Hold |
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|
2013
Q2 | $58K | Buy |
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