Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.8M Sell
79,859
-2,470
-3% -$478K 0.64% 15
2026
Q2 		$16.5M Sell
82,329
-2,656
-3% -$486K 0.71% 15
2026
Q1 		$13.6M Sell
84,985
-2,250
-3% -$373K 0.65% 15
2025
Q4 		$13.8M Sell
87,235
-2,675
-3% -$416K 0.65% 14
2025
Q3 		$13.4M Sell
89,910
-2,239
-2% -$311K 0.65% 14
2025
Q2 		$11.8M Sell
92,149
-9,018
-9% -$1.04M 0.61% 15
2025
Q1 		$11.2M Buy
101,167
+3,703
+4% +$461K 0.63% 14
2024
Q4 		$12.7M Sell
97,464
-3,277
-3% -$427K 0.71% 13
2024
Q3 		$12.4M Sell
100,741
-3,446
-3% -$416K 0.68% 14
2024
Q2 		$11.9M Sell
104,187
-2,897
-3% -$334K 0.69% 14
2024
Q1 		$13M Sell
107,084
-13,252
-11% -$1.52M 0.85% 15
2023
Q4 		$14M Buy
120,336
+9,859
+9% +$1000K 0.96% 15
2023
Q3 		$11.1M Sell
110,477
-1,442
-1% -$156K 0.82% 15
2023
Q2 		$12.2M Sell
111,919
-86,638
-44% -$9.1M 0.89% 15
2023
Q1 		$20.8M Sell
198,557
-1,623
-0.8% -$182K 1.41% 13
2022
Q4 		$21.6M Buy
200,180
+3,151
+2% +$343K 1.54% 13
2022
Q3 		$20.4M Sell
197,029
-4,907
-2% -$557K 1.57% 13
2022
Q2 		$21M Buy
201,936
+4,339
+2% +$500K 1.56% 14
2022
Q1 		$25.5M Sell
197,597
-2,587
-1% -$332K 1.68% 14
2021
Q4 		$28M Buy
200,184
+1,962
+1% +$285K 1.78% 13
2021
Q3 		$28.6M Sell
198,222
-6,084
-3% -$884K 1.99% 12
2021
Q2 		$31.2M Sell
204,306
-2,575
-1% -$382K 2.05% 12
2021
Q1 		$30.4M Sell
206,881
-5,976
-3% -$854K 2.19% 12
2020
Q4 		$25.3M Buy
212,857
+688
+0.3% +$72.7K 1.91% 12
2020
Q3 		$19.2M Sell
212,169
-4,359
-2% -$398K 1.84% 11
2020
Q2 		$18.9M Buy
216,528
+23,041
+12% +$1.8M 2.78% 8
2020
Q1 		$13M Buy
+193,487
New +$17.1M 2.26% 9
2019
Q1 		– Sell
-76,017
Closed -$6.27M – 60
2018
Q4 		$6.27M Buy
+76,017
New +$7.06M 1.44% 7

Other funds holding IWC

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Halbert Hargrove Global Advisors's IWC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 3% in Q3 2026, selling an estimated $478K and leaving 79,859 shares worth $14.8M. The position accounts for 0.64% of the portfolio, ranked #15.

Halbert Hargrove Global Advisors first reported a position in IWC in Q4 2018 and has held it in 28 quarters since. The position peaked at $31.2M in Q2 2021. 67 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Halbert Hargrove Global Advisors held 79,859 shares of iShares Micro-Cap ETF worth $14.8M as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 2,470 iShares Micro-Cap ETF shares in Q3 2026, an estimated $478K.
  • iShares Micro-Cap ETF made up 0.64% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #15 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Micro-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Halbert Hargrove Global Advisors's iShares Micro-Cap ETF position peaked at $31.2M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.