Halbert Hargrove Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Hold |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $209K | Hold |
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|
2020
Q4 | $207K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $654K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7K | Buy |
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