Halbert Hargrove Global Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.5K	Hold
2025 Q2	$14.7K	Hold
2025 Q1	$14.3K	Hold
2024 Q4	$14.3K	Buy
2013 Q3	–	Sell
2013 Q2	$11K	Buy