HHGA
Halbert Hargrove Global Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
731
+312
| +74% | +$60.6K | 0.01% | 87 |
|
|
2025
Q1 | $78.8K | Buy |
419
+245
| +141% | +$46.1K | ﹤0.01% | 117 |
|
|
2024
Q4 | $32.2K | Buy |
+174
| New | +$32.2K | ﹤0.01% | 160 |
|
|
2022
Q4 | – | Sell |
-1,474
| Closed | -$200K | – | 161 |
|
|
2022
Q3 | $200K | Buy |
+1,474
| New | +$200K | 0.02% | 140 |
|
|
2022
Q2 | – | Sell |
-1,279
| Closed | -$212K | – | 156 |
|
|
2022
Q1 | $212K | Buy |
1,279
+3
| +0.2% | +$497 | 0.01% | 151 |
|
|
2021
Q4 | $214K | Buy |
+1,276
| New | +$214K | 0.01% | 147 |
|
|
2021
Q3 | – | Sell |
-1,313
| Closed | -$208K | – | 150 |
|
|
2021
Q2 | $208K | Buy |
+1,313
| New | +$208K | 0.01% | 140 |
|
|
2017
Q2 | – | Sell |
-5,676
| Closed | -$652K | – | 72 |
|
|
2017
Q1 | $652K | Buy |
+5,676
| New | +$652K | 0.17% | 25 |
|
|
2014
Q2 | – | Sell |
-381
| Closed | -$37K | – | 133 |
|
|
2014
Q1 | $37K | Buy |
+381
| New | +$37K | 0.01% | 121 |
|