HHGA
Halbert Hargrove Global Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,582
-33
| -2% | -$4.46K | 0.01% | 70 |
|
|
2025
Q1 | $197K | Hold |
1,615
| – | – | 0.01% | 74 |
|
|
2024
Q4 | $208K | Buy |
+1,615
| New | +$208K | 0.01% | 73 |
|
|
2023
Q3 | – | Sell |
-2,551
| Closed | -$250K | – | 93 |
|
|
2023
Q2 | $250K | Buy |
+2,551
| New | +$250K | 0.02% | 75 |
|