HHGA
Halbert Hargrove Global Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Hold |
75
| – | – | ﹤0.01% | 197 |
|
|
2025
Q1 | $14.3K | Hold |
75
| – | – | ﹤0.01% | 207 |
|
|
2024
Q4 | $14.3K | Buy |
+75
| New | +$14.3K | ﹤0.01% | 192 |
|
|
2013
Q3 | – | Sell |
-151
| Closed | -$11K | – | 111 |
|
|
2013
Q2 | $11K | Buy |
+151
| New | +$11K | ﹤0.01% | 107 |
|