Halbert Hargrove Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.6M | Buy |
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|
2025
Q2 | $77.6M | Buy |
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|
2025
Q1 | $70.5M | Buy |
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|
2024
Q4 | $77.9M | Buy |
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|
2024
Q3 | $76.5M | Buy |
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|
2024
Q2 | $70.2M | Sell |
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|
2024
Q1 | $73.1M | Sell |
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|
2023
Q4 | $70.7M | Sell |
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|
2023
Q3 | $65.8M | Buy |
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|
2023
Q2 | $69.4M | Buy |
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|
2023
Q1 | $65.4M | Buy |
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|
2022
Q4 | $63.5M | Buy |
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|
2022
Q3 | $58.7M | Buy |
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|
2022
Q2 | $59M | Sell |
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|
2022
Q1 | $72M | Sell |
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|
2021
Q4 | $79M | Buy |
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|
2021
Q3 | $77.6M | Sell |
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|
2021
Q2 | $83.6M | Buy |
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|
2021
Q1 | $80.3M | Sell |
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|
2020
Q4 | $72.2M | Buy |
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|
2020
Q3 | $53.4M | Buy |
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|
2020
Q2 | $17.9M | Buy |
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|
2020
Q1 | $11.7M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $345K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.75M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.5M | Sell |
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|
2015
Q4 | $2.87M | Buy |
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|
2015
Q3 | $1.48M | Sell |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $1.71M | Buy |
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|
2014
Q3 | $1.44M | Hold |
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|
2014
Q2 | $1.57M | Hold |
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|
2014
Q1 | $1.53M | Hold |
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|
2013
Q4 | $1.52M | Hold |
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|
2013
Q3 | $1.41M | Sell |
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|
2013
Q2 | $1.31M | Buy |
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