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Halbert Hargrove Global Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$2.54K – 477
2025
Q1 		$2.54K Buy
+26
New +$2.74K ﹤0.01% 379

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's IJS Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 26 shares — an estimated $2.54K sold.

Halbert Hargrove Global Advisors first reported a position in IJS in Q1 2025 and held it in 1 quarter. The position peaked at $2.54K in Q1 2025. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 26 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $2.54K.
  • Halbert Hargrove Global Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.54K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.