Halbert Hargrove Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.2M	Sell	72,710 -8,987	-11%	-$2.64M	0.88%	14
2026 Q2	$24.5M	Sell	81,697 -3,815	-4%	-$1.07M	1.06%	14
2026 Q1	$21.2M	Sell	85,512 -283,145	-77%	-$73M	1.02%	14
2025 Q4	$90.7M	Buy	368,657 +2,358	+0.6%	+$580K	4.31%	9
2025 Q3	$88.6M	Buy	366,299 +6,831	+2%	+$1.57M	4.3%	9
2025 Q2	$77.6M	Buy	359,468 +6,298	+2%	+$1.27M	4.05%	9
2025 Q1	$70.5M	Buy	353,170 +810	+0.2%	+$176K	3.98%	10
2024 Q4	$77.9M	Buy	352,360 +6,048	+2%	+$1.38M	4.33%	10
2024 Q3	$76.5M	Buy	346,312 +413	+0.1%	+$88.4K	4.19%	10
2024 Q2	$70.2M	Sell	345,899 -1,693	-0.5%	-$342K	4.07%	10
2024 Q1	$73.1M	Sell	347,592 -4,761	-1%	-$950K	4.78%	8
2023 Q4	$70.7M	Sell	352,353 -20,181	-5%	-$3.62M	4.86%	8
2023 Q3	$65.8M	Buy	372,534 +2,047	+0.6%	+$384K	4.91%	8
2023 Q2	$69.4M	Buy	370,487 +3,642	+1%	+$649K	5.06%	8
2023 Q1	$65.4M	Buy	366,845 +2,382	+0.7%	+$439K	4.43%	9
2022 Q4	$63.5M	Buy	364,463 +8,243	+2%	+$1.47M	4.54%	9
2022 Q3	$58.7M	Buy	356,220 +7,864	+2%	+$1.43M	4.54%	8
2022 Q2	$59M	Sell	348,356 -2,517	-0.7%	-$464K	4.37%	9
2022 Q1	$72M	Sell	350,873 -4,344	-1%	-$886K	4.75%	8
2021 Q4	$79M	Buy	355,217 +392	+0.1%	+$88.6K	5.03%	8
2021 Q3	$77.6M	Sell	354,825 -9,502	-3%	-$2.11M	5.39%	8
2021 Q2	$83.6M	Buy	364,327 +963	+0.3%	+$217K	5.48%	8
2021 Q1	$80.3M	Sell	363,364 -4,779	-1%	-$1.04M	5.77%	8
2020 Q4	$72.2M	Buy	368,143 +11,956	+3%	+$2.09M	5.47%	9
2020 Q3	$53.4M	Buy	356,187 +231,033	+185%	+$34.8M	5.12%	8
2020 Q2	$17.9M	Buy	125,154 +23,329	+23%	+$3.06M	2.63%	9
2020 Q1	$11.7M	Buy	+101,825	New	+$15.2M	2.03%	11
2019 Q4	–	Sell	-2,279	Closed	-$345K	–	93
2019 Q3	$345K	Buy	+2,279	New	+$348K	0.09%	56
2019 Q1	–	Sell	-28,027	Closed	-$3.75M	–	61
2018 Q4	$3.75M	Buy	+28,027	New	+$4.18M	0.86%	12
2016 Q2	–	Sell	-13,595	Closed	-$1.5M	–	79
2016 Q1	$1.5M	Sell	13,595 -11,854	-47%	-$1.23M	0.54%	11
2015 Q4	$2.87M	Buy	25,449 +11,894	+88%	+$1.37M	1.23%	9
2015 Q3	$1.48M	Sell	13,555 -3,169	-19%	-$376K	0.73%	11
2015 Q2	$2.09M	Buy	16,724 +3,546	+27%	+$443K	0.51%	8
2015 Q1	$1.64M	Sell	13,178 -1,098	-8%	-$132K	0.53%	14
2014 Q4	$1.71M	Buy	14,276 +1,098	+8%	+$126K	0.85%	11
2014 Q3	$1.44M	Hold	13,178	–	–	0.4%	20
2014 Q2	$1.57M	Hold	13,178	–	–	0.47%	9
2014 Q1	$1.53M	Hold	13,178	–	–	0.47%	9
2013 Q4	$1.52M	Hold	13,178	–	–	0.47%	9
2013 Q3	$1.4M	Sell	13,178 -296	-2%	-$30.6K	0.47%	9
2013 Q2	$1.31M	Buy	+13,474	New	+$1.29M	0.48%	10

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, selling an estimated $2.64M and leaving 72,710 shares worth $20.2M. The position accounts for 0.88% of the portfolio, ranked #14.

Halbert Hargrove Global Advisors first reported a position in IWM in Q2 2013 and has held it in 41 quarters since. The position peaked at $90.7M in Q4 2025. 1,876 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Halbert Hargrove Global Advisors held 72,710 shares of iShares Russell 2000 ETF worth $20.2M as of Q3 2026.
Halbert Hargrove Global Advisors sold 8,987 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.64M.
iShares Russell 2000 ETF made up 0.88% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #14 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 41 quarters since.
Halbert Hargrove Global Advisors's iShares Russell 2000 ETF position peaked at $90.7M in Q4 2025.
1,876 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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