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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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's IVE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 75 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Halbert Hargrove Global Advisors first reported a position in IVE in Q2 2013 and has held it in 8 quarters since. 553 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 75 shares of iShares S&P 500 Value ETF worth $17K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #276 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 8 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.