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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18K	Hold	8	–	–	﹤0.01%	366
2026 Q1	$2.53K	Hold	8	–	–	﹤0.01%	340
2025 Q4	$2.61K	Hold	8	–	–	﹤0.01%	339
2025 Q3	$2.58K	Hold	8	–	–	﹤0.01%	517
2025 Q2	$2.31K	Hold	8	–	–	﹤0.01%	286
2025 Q1	$2.06K	Hold	8	–	–	﹤0.01%	400
2024 Q4	$2.32K	Buy	+8	New	+$2.37K	﹤0.01%	277
2017 Q2	–	Sell	-2,724	Closed	-$440K	–	74
2017 Q1	$440K	Buy	+2,724	New	+$432K	0.11%	39

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 8 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Halbert Hargrove Global Advisors first reported a position in IWO in Q1 2017 and has held it in 8 quarters since. The position peaked at $440K in Q1 2017. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Halbert Hargrove Global Advisors held 8 shares of iShares Russell 2000 Growth ETF worth $3.18K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #366 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's iShares Russell 2000 Growth ETF position peaked at $440K in Q1 2017.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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