Halbert Hargrove Global Advisors
IWD icon

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
Q3 		$40.9K Hold
165
– – ﹤0.01% 210
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 165 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Halbert Hargrove Global Advisors first reported a position in IWD in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.3M in Q3 2025. 1,574 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Halbert Hargrove Global Advisors held 165 shares of iShares Russell 1000 Value ETF worth $40.9K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #210 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 14 quarters since.
  • Halbert Hargrove Global Advisors's iShares Russell 1000 Value ETF position peaked at $1.3M in Q3 2025.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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