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Halbert Hargrove Global Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-136
Closed -$6K – 135
2014
Q1 		$6K Buy
+136
New +$5.79K ﹤0.01% 127

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's IWP Position: Q2 2014 in Review

Halbert Hargrove Global Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2014, closing a stake of 136 shares — an estimated $6K sold.

Halbert Hargrove Global Advisors first reported a position in IWP in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 274 funds tracked by Wall St. Rank hold IWP as of Q2 2014.

  • Halbert Hargrove Global Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 136 iShares Russell Mid-Cap Growth ETF shares in Q2 2014, an estimated $6K.
  • Halbert Hargrove Global Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6K in Q1 2014.
  • 274 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.