Halbert Hargrove Global Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2025
Q1 | $78.8K | Buy |
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|
2024
Q4 | $32.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $652K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $37K | Buy |
|