HHGA
Halbert Hargrove Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
1,426
+217
| +18% | +$92.1K | 0.03% | 44 |
|
|
2025
Q1 | $437K | Buy |
1,209
+436
| +56% | +$157K | 0.02% | 51 |
|
|
2024
Q4 | $310K | Hold |
773
| – | – | 0.02% | 62 |
|
|
2024
Q3 | $290K | Sell |
773
-472
| -38% | -$177K | 0.02% | 62 |
|
|
2024
Q2 | $454K | Sell |
1,245
-80
| -6% | -$29.2K | 0.03% | 51 |
|
|
2024
Q1 | $447K | Sell |
1,325
-41
| -3% | -$13.8K | 0.03% | 56 |
|
|
2023
Q4 | $414K | Buy |
1,366
+77
| +6% | +$23.3K | 0.03% | 61 |
|
|
2023
Q3 | $343K | Hold |
1,289
| – | – | 0.03% | 64 |
|
|
2023
Q2 | $355K | Sell |
1,289
-53
| -4% | -$14.6K | 0.03% | 62 |
|
|
2023
Q1 | $328K | Hold |
1,342
| – | – | 0.02% | 98 |
|
|
2022
Q4 | $288K | Sell |
1,342
-291
| -18% | -$62.3K | 0.02% | 105 |
|
|
2022
Q3 | $344K | Buy |
1,633
+449
| +38% | +$94.6K | 0.03% | 89 |
|
|
2022
Q2 | $259K | Buy |
1,184
+226
| +24% | +$49.4K | 0.02% | 119 |
|
|
2022
Q1 | $266K | Hold |
958
| – | – | 0.02% | 126 |
|
|
2021
Q4 | $293K | Hold |
958
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $262K | Buy |
958
+1
| +0.1% | +$273 | 0.02% | 115 |
|
|
2021
Q2 | $260K | Buy |
957
+99
| +12% | +$26.9K | 0.02% | 120 |
|
|
2021
Q1 | $209K | Hold |
858
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $207K | Buy |
+858
| New | +$207K | 0.02% | 109 |
|
|
2017
Q2 | – | Sell |
-5,746
| Closed | -$654K | – | 73 |
|
|
2017
Q1 | $654K | Buy |
+5,746
| New | +$654K | 0.17% | 24 |
|
|
2014
Q2 | – | Sell |
-76
| Closed | -$7K | – | 134 |
|
|
2014
Q1 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 126 |
|