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
2025 Q3	$8.57K	Hold
2025 Q2	$7.82K	Hold
2025 Q1	$6.59K	Hold
2024 Q4	$7.21K	Buy
2013 Q3	–	Sell
2013 Q2	$5K	Buy