Halbert Hargrove Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$764K	Buy	6,156 +620	+11%	+$74.7K	0.03%	55
2026 Q1	$590K	Sell	5,536 -40	-0.7%	-$4.54K	0.03%	57
2025 Q4	$660K	Sell	5,576 -128	-2%	-$15.2K	0.03%	56
2025 Q3	$668K	Hold	5,704	–	–	0.03%	60
2025 Q2	$606K	Buy	5,704 +868	+18%	+$83K	0.03%	51
2025 Q1	$437K	Buy	4,836 +1,744	+56%	+$172K	0.02%	58
2024 Q4	$310K	Hold	3,092	–	–	0.02%	73
2024 Q3	$290K	Sell	3,092 -1,888	-38%	-$171K	0.02%	75
2024 Q2	$454K	Sell	4,980 -320	-6%	-$27.3K	0.03%	59
2024 Q1	$447K	Sell	5,300 -164	-3%	-$13.2K	0.03%	66
2023 Q4	$414K	Buy	5,464 +308	+6%	+$21.8K	0.03%	67
2023 Q3	$343K	Hold	5,156	–	–	0.03%	68
2023 Q2	$355K	Sell	5,156 -212	-4%	-$13.5K	0.03%	66
2023 Q1	$328K	Hold	5,368	–	–	0.02%	103
2022 Q4	$288K	Sell	5,368 -1,164	-18%	-$64K	0.02%	110
2022 Q3	$344K	Buy	6,532 +1,796	+38%	+$106K	0.03%	95
2022 Q2	$259K	Buy	4,736 +904	+24%	+$54.3K	0.02%	125
2022 Q1	$266K	Hold	3,832	–	–	0.02%	131
2021 Q4	$293K	Hold	3,832	–	–	0.02%	120
2021 Q3	$262K	Buy	3,832 +4	+0.1%	+$283	0.02%	116
2021 Q2	$260K	Buy	3,828 +396	+12%	+$25.5K	0.02%	123
2021 Q1	$209K	Hold	3,432	–	–	0.02%	123
2020 Q4	$207K	Buy	+3,432	New	+$195K	0.02%	112
2017 Q2	–	Sell	-22,984	Closed	-$654K	–	73
2017 Q1	$654K	Buy	+22,984	New	+$637K	0.17%	24
2014 Q2	–	Sell	-304	Closed	-$7K	–	134
2014 Q1	$7K	Buy	+304	New	+$6.53K	﹤0.01%	126

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $74.7K and bringing the position to 6,156 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #55.

Halbert Hargrove Global Advisors first reported a position in IWF in Q1 2014 and has held it in 25 quarters since. 1,249 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Halbert Hargrove Global Advisors held 6,156 shares of iShares Russell 1000 Growth ETF worth $764K as of Q2 2026.
Halbert Hargrove Global Advisors bought 620 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $74.7K.
iShares Russell 1000 Growth ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #55 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 25 quarters since.
1,249 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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