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Halbert Hargrove Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.82K Hold
71
– – ﹤0.01% 229
2025
Q1 		$6.59K Hold
71
– – ﹤0.01% 272
2024
Q4 		$7.21K Buy
+71
New +$7.21K ﹤0.01% 231
2013
Q3 		– Sell
-55
Closed -$5K – 112
2013
Q2 		$5K Buy
+55
New +$5K ﹤0.01% 109