Halbert Hargrove Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369M	Sell	492,680 -9,643	-2%	-$7.02M	15.96%	1
2026 Q1	$328M	Buy	502,323 +1,754	+0.4%	+$1.2M	15.83%	1
2025 Q4	$343M	Sell	500,569 -1,302	-0.3%	-$884K	16.28%	1
2025 Q3	$336M	Buy	501,871 +4,703	+0.9%	+$3.03M	16.3%	1
2025 Q2	$309M	Sell	497,168 -1,565	-0.3%	-$899K	16.1%	1
2025 Q1	$280M	Sell	498,733 -6,170	-1%	-$3.64M	15.83%	1
2024 Q4	$297M	Buy	504,903 +958	+0.2%	+$567K	16.52%	1
2024 Q3	$291M	Sell	503,945 -1,717	-0.3%	-$955K	15.94%	1
2024 Q2	$277M	Buy	505,662 +36,079	+8%	+$19M	16.05%	1
2024 Q1	$247M	Sell	469,583 -12,999	-3%	-$6.5M	16.15%	2
2023 Q4	$230M	Sell	482,582 -21,549	-4%	-$9.65M	15.83%	2
2023 Q3	$216M	Sell	504,131 -5,944	-1%	-$2.66M	16.15%	1
2023 Q2	$227M	Sell	510,075 -1,452	-0.3%	-$612K	16.59%	1
2023 Q1	$210M	Buy	511,527 +4,035	+0.8%	+$1.62M	14.24%	1
2022 Q4	$195M	Buy	507,492 +2,325	+0.5%	+$897K	13.93%	1
2022 Q3	$181M	Buy	505,167 +8,268	+2%	+$3.3M	14%	1
2022 Q2	$188M	Sell	496,899 -867	-0.2%	-$357K	13.97%	1
2022 Q1	$226M	Sell	497,766 -31	-0%	-$13.9K	14.9%	1
2021 Q4	$237M	Buy	497,797 +5,359	+1%	+$2.47M	15.1%	2
2021 Q3	$212M	Sell	492,438 -25,049	-5%	-$11.1M	14.75%	2
2021 Q2	$222M	Buy	517,487 +20,497	+4%	+$8.59M	14.6%	2
2021 Q1	$198M	Buy	496,990 +6,434	+1%	+$2.49M	14.22%	2
2020 Q4	$184M	Buy	490,556 +34,747	+8%	+$12.4M	13.95%	2
2020 Q3	$153M	Buy	455,809 +251,653	+123%	+$83.7M	14.71%	2
2020 Q2	$63.2M	Buy	204,156 +134,776	+194%	+$39.6M	9.29%	4
2020 Q1	$17.9M	Buy	69,380 +66,434	+2,255%	+$20.4M	3.13%	8
2019 Q4	$955K	Hold	2,946	–	–	0.25%	22
2019 Q3	$879K	Hold	2,946	–	–	0.23%	20
2019 Q2	$868K	Buy	+2,946	New	+$854K	0.24%	18
2019 Q1	–	Sell	-62,140	Closed	-$15.6M	–	58
2018 Q4	$15.6M	Buy	62,140 +59,188	+2,005%	+$16.1M	3.6%	6
2018 Q3	$864K	Sell	2,952 -1	-0%	-$287	0.22%	18
2018 Q2	$806K	Sell	2,953 -156	-5%	-$42.4K	0.21%	19
2018 Q1	$825K	Sell	3,109 -712	-19%	-$196K	0.22%	19
2017 Q4	$1.03M	Buy	3,821 +357	+10%	+$93.5K	0.27%	19
2017 Q3	$876K	Sell	3,464 -180	-5%	-$44.7K	0.24%	17
2017 Q2	$887K	Hold	3,644	–	–	0.24%	17
2017 Q1	$865K	Hold	3,644	–	–	0.22%	18
2016 Q4	$820K	Hold	3,644	–	–	0.23%	17
2016 Q3	$793K	Hold	3,644	–	–	0.22%	16
2016 Q2	$767K	Sell	3,644 -977	-21%	-$204K	0.22%	17
2016 Q1	$955K	Sell	4,621 -10,466	-69%	-$2.05M	0.34%	13
2015 Q4	$3.09M	Buy	15,087 +13,525	+866%	+$2.79M	1.33%	8
2015 Q3	$301K	Buy	+1,562	New	+$319K	0.15%	58
2014 Q2	–	Sell	-76	Closed	-$14K	–	132
2014 Q1	$14K	Buy	+76	New	+$14K	﹤0.01%	123
2013 Q4	–	Sell	-75	Closed	-$13K	–	132
2013 Q3	$13K	Hold	75	–	–	﹤0.01%	105
2013 Q2	$12K	Buy	+75	New	+$12.1K	﹤0.01%	106

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $7.02M and leaving 492,680 shares worth $369M. The position accounts for 15.96% of the portfolio, ranked #1.

Halbert Hargrove Global Advisors first reported a position in IVV in Q2 2013 and has held it in 46 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Halbert Hargrove Global Advisors held 492,680 shares of iShares Core S&P 500 ETF worth $369M as of Q2 2026.
Halbert Hargrove Global Advisors sold 9,643 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.02M.
iShares Core S&P 500 ETF made up 15.96% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #1 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 46 quarters since.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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