Halbert Hargrove Global Advisors
IWF icon

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
Q3 		$665K Sell
5,308
-848
-14% -$104K 0.03% 62
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q3 2026, selling an estimated $104K and leaving 5,308 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #62.

Halbert Hargrove Global Advisors first reported a position in IWF in Q1 2014 and has held it in 26 quarters since. The position peaked at $764K in Q2 2026. 1,689 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Halbert Hargrove Global Advisors held 5,308 shares of iShares Russell 1000 Growth ETF worth $665K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 848 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $104K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #62 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 26 quarters since.
  • Halbert Hargrove Global Advisors's iShares Russell 1000 Growth ETF position peaked at $764K in Q2 2026.
  • 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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