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Halbert Hargrove Global Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.77M Sell
18,987
-455,154
-96% -$170M 0.33% 19
2025
Q4 		$177M Buy
474,141
+424
+0.1% +$157K 8.41% 4
2025
Q3 		$173M Buy
473,717
+7,252
+2% +$2.55M 8.4% 4
2025
Q2 		$158M Buy
466,465
+450,287
+2,783% +$141M 8.26% 4
2025
Q1 		$4.96M Sell
16,178
-492,301
-97% -$159M 0.28% 22
2024
Q4 		$164M Sell
508,479
-5,650
-1% -$1.83M 9.1% 4
2024
Q3 		$162M Buy
514,129
+54,548
+12% +$16.5M 8.86% 4
2024
Q2 		$137M Buy
459,581
+1,190
+0.3% +$342K 7.93% 4
2024
Q1 		$132M Buy
458,391
+329
+0.1% +$90.2K 8.64% 3
2023
Q4 		$120M Sell
458,062
-31,913
-7% -$7.81M 8.25% 3
2023
Q3 		$115M Buy
489,975
+1,876
+0.4% +$459K 8.58% 3
2023
Q2 		$119M Buy
488,099
+8,480
+2% +$1.95M 8.68% 3
2023
Q1 		$108M Buy
479,619
+461,363
+2,527% +$102M 7.32% 5
2022
Q4 		$3.84M Buy
18,256
+1,672
+10% +$354K 0.27% 29
2022
Q3 		$3.27M Buy
16,584
+2,360
+17% +$518K 0.25% 28
2022
Q2 		$2.96M Sell
14,224
-444,826
-97% -$101M 0.22% 27
2022
Q1 		$115M Sell
459,050
-44,475
-9% -$11M 7.58% 4
2021
Q4 		$133M Sell
503,525
-5,303
-1% -$1.36M 8.47% 3
2021
Q3 		$123M Sell
508,828
-27,924
-5% -$6.94M 8.55% 4
2021
Q2 		$130M Buy
536,752
+5,530
+1% +$1.3M 8.53% 4
2021
Q1 		$119M Sell
531,222
-254
-0% -$55.6K 8.55% 4
2020
Q4 		$113M Sell
531,476
-7,309
-1% -$1.46M 8.53% 4
2020
Q3 		$101M Sell
538,785
-22,554
-4% -$4.17M 9.68% 4
2020
Q2 		$96.4M Buy
561,339
+548,982
+4,443% +$88.8M 14.16% 2
2020
Q1 		$1.75M Sell
12,357
-592,127
-98% -$100M 0.31% 18
2019
Q4 		$108M Sell
604,484
-11,075
-2% -$1.89M 27.83% 1
2019
Q3 		$101M Sell
615,559
-2,309
-0.4% -$379K 26.86% 1
2019
Q2 		$101M Buy
+617,868
New +$98.9M 27.31% 1
2019
Q1 		– Sell
-19,178
Closed -$2.66M – 59
2018
Q4 		$2.66M Sell
19,178
-675,157
-97% -$101M 0.61% 14
2018
Q3 		$112M Sell
694,335
-27,367
-4% -$4.34M 29.15% 1
2018
Q2 		$110M Sell
721,702
-1,991
-0.3% -$300K 28.9% 1
2018
Q1 		$106M Buy
723,693
+8,559
+1% +$1.3M 28.18% 1
2017
Q4 		$106M Sell
715,134
-11,995
-2% -$1.74M 27.83% 1
2017
Q3 		$102M Sell
727,129
-20,561
-3% -$2.82M 28% 1
2017
Q2 		$101M Sell
747,690
-560
-0.1% -$74.8K 26.88% 1
2017
Q1 		$98.2M Buy
748,250
+685
+0.1% +$88.7K 25.02% 1
2016
Q4 		$93M Sell
747,565
-1,771
-0.2% -$215K 25.83% 1
2016
Q3 		$90.3M Sell
749,336
-22,978
-3% -$2.76M 25.39% 1
2016
Q2 		$90.3M Buy
772,314
+4,762
+0.6% +$549K 25.87% 1
2016
Q1 		$87.6M Buy
767,552
+703,582
+1,100% +$76M 31.47% 2
2015
Q4 		$7.25M Buy
63,970
+10,653
+20% +$1.22M 3.12% 5
2015
Q3 		$5.71M Sell
53,317
-746,137
-93% -$84.7M 2.8% 3
2015
Q2 		$92.9M Sell
799,454
-25,757
-3% -$3.04M 22.58% 2
2015
Q1 		$95.6M Sell
825,211
-41,702
-5% -$4.82M 30.68% 1
2014
Q4 		$99.4M Sell
866,913
-74,108
-8% -$8.31M 49.49% 1
2014
Q3 		$103M Sell
941,021
-7,506
-0.8% -$830K 28.53% 1
2014
Q2 		$104M Sell
948,527
-16,693
-2% -$1.78M 31.46% 1
2014
Q1 		$101M Sell
965,220
-7,973
-0.8% -$820K 31.07% 1
2013
Q4 		$100M Buy
973,193
+1,500
+0.2% +$148K 31.02% 1
2013
Q3 		$91.5M Buy
971,693
+40,326
+4% +$3.77M 30.33% 1
2013
Q2 		$83.8M Buy
+931,367
New +$83.4M 30.69% 1

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Halbert Hargrove Global Advisors's IWB Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 96% in Q1 2026, selling an estimated $170M and leaving 18,987 shares worth $6.77M. The position accounts for 0.33% of the portfolio, ranked #19.

Halbert Hargrove Global Advisors first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $177M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Halbert Hargrove Global Advisors held 18,987 shares of iShares Russell 1000 ETF worth $6.77M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 455,154 iShares Russell 1000 ETF shares in Q1 2026, an estimated $170M.
  • iShares Russell 1000 ETF made up 0.33% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #19 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Halbert Hargrove Global Advisors's iShares Russell 1000 ETF position peaked at $177M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.