Halbert Hargrove Global Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Buy
2025 Q2	$214K	Sell
2025 Q1	$197K	Hold
2024 Q4	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$250K	Buy