HHGA
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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
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% +$1,000K 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

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.6% in Q1 2026, selling an estimated $373K and leaving 84,985 shares worth $13.6M. The position accounts for 0.65% of the portfolio, ranked #15.

Halbert Hargrove Global Advisors first reported a position in IWC in Q4 2018 and has held it in 26 quarters since. The position peaked at $31.2M in Q2 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Halbert Hargrove Global Advisors held 84,985 shares of iShares Micro-Cap ETF worth $13.6M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 2,250 iShares Micro-Cap ETF shares in Q1 2026, an estimated $373K.
  • iShares Micro-Cap ETF made up 0.65% of Halbert Hargrove Global Advisors's portfolio in Q1 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 26 quarters since.
  • Halbert Hargrove Global Advisors's iShares Micro-Cap ETF position peaked at $31.2M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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