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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.88K	Hold	72	–	–	﹤0.01%	310
2026 Q1	$8.13K	Buy	72 +1	+1%	+$120	﹤0.01%	297
2025 Q4	$8.75K	Hold	71	–	–	﹤0.01%	301
2025 Q3	$8.57K	Hold	71	–	–	﹤0.01%	345
2025 Q2	$7.82K	Hold	71	–	–	﹤0.01%	241
2025 Q1	$6.59K	Hold	71	–	–	﹤0.01%	284
2024 Q4	$7.21K	Buy	+71	New	+$7.08K	﹤0.01%	245
2013 Q3	–	Sell	-220	Closed	-$5K	–	112
2013 Q2	$5K	Buy	+220	New	+$4.66K	﹤0.01%	109

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 72 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Halbert Hargrove Global Advisors first reported a position in IVW in Q2 2013 and has held it in 8 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Halbert Hargrove Global Advisors held 72 shares of iShares S&P 500 Growth ETF worth $9.88K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #310 holding.
Halbert Hargrove Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 8 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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