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

Halbert Hargrove Global Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40K Sell
165
-56
-25% -$13K ﹤0.01% 224
2026
Q1 		$47.2K Sell
221
-75
-25% -$16.4K ﹤0.01% 199
2025
Q4 		$62.2K Sell
296
-6,112
-95% -$1.26M ﹤0.01% 172
2025
Q3 		$1.3M Buy
6,408
+5,677
+777% +$1.13M 0.06% 44
2025
Q2 		$142K Buy
731
+312
+74% +$57.8K 0.01% 99
2025
Q1 		$78.8K Buy
419
+245
+141% +$46.7K ﹤0.01% 129
2024
Q4 		$32.2K Buy
+174
New +$33.4K ﹤0.01% 174
2022
Q4 		– Sell
-1,474
Closed -$200K – 170
2022
Q3 		$200K Buy
+1,474
New +$221K 0.02% 148
2022
Q2 		– Sell
-1,279
Closed -$212K – 164
2022
Q1 		$212K Buy
1,279
+3
+0.2% +$493 0.01% 157
2021
Q4 		$214K Buy
+1,276
New +$209K 0.01% 153
2021
Q3 		– Sell
-1,313
Closed -$208K – 153
2021
Q2 		$208K Buy
+1,313
New +$208K 0.01% 143
2017
Q2 		– Sell
-5,676
Closed -$652K – 72
2017
Q1 		$652K Buy
+5,676
New +$651K 0.17% 25
2014
Q2 		– Sell
-381
Closed -$37K – 133
2014
Q1 		$37K Buy
+381
New +$35.7K 0.01% 121

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Halbert Hargrove Global Advisors's IWD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q2 2026, selling an estimated $13K and leaving 165 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Halbert Hargrove Global Advisors first reported a position in IWD in Q1 2014 and has held it in 13 quarters since. The position peaked at $1.3M in Q3 2025. 936 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 165 shares of iShares Russell 1000 Value ETF worth $40K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 56 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #224 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 13 quarters since.
  • Halbert Hargrove Global Advisors's iShares Russell 1000 Value ETF position peaked at $1.3M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.