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
2026 Q3	$17.1K	Hold	75	–	–	﹤0.01%	258
2026 Q2	$17K	Hold	75	–	–	﹤0.01%	276
2026 Q1	$15.8K	Hold	75	–	–	﹤0.01%	262
2025 Q4	$15.9K	Hold	75	–	–	﹤0.01%	265
2025 Q3	$15.5K	Hold	75	–	–	﹤0.01%	274
2025 Q2	$14.7K	Hold	75	–	–	﹤0.01%	209
2025 Q1	$14.3K	Hold	75	–	–	﹤0.01%	219
2024 Q4	$14.3K	Buy	+75	New	+$14.9K	﹤0.01%	206
2013 Q3	–	Sell	-151	Closed	-$11K	–	111
2013 Q2	$11K	Buy	+151	New	+$11.5K	﹤0.01%	107

Other funds holding IVE

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Halbert Hargrove Global Advisors's IVE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 75 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Halbert Hargrove Global Advisors first reported a position in IVE in Q2 2013 and has held it in 9 quarters since. 831 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Halbert Hargrove Global Advisors held 75 shares of iShares S&P 500 Value ETF worth $17.1K as of Q3 2026.
Halbert Hargrove Global Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #258 holding.
Halbert Hargrove Global Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 9 quarters since.
831 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.