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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
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 		$1.41M 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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q2 2026, selling an estimated $1.07M and leaving 81,697 shares worth $24.5M. The position accounts for 1.06% of the portfolio, ranked #14.

Halbert Hargrove Global Advisors first reported a position in IWM in Q2 2013 and has held it in 40 quarters since. The position peaked at $90.7M in Q4 2025. 1,324 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 81,697 shares of iShares Russell 2000 ETF worth $24.5M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 3,815 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Russell 2000 ETF made up 1.06% of Halbert Hargrove Global Advisors's portfolio in Q2 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 40 quarters since.
  • Halbert Hargrove Global Advisors's iShares Russell 2000 ETF position peaked at $90.7M in Q4 2025.
  • 1,324 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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