Halbert Hargrove Global Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-113	Closed	-$16.5K	–	740
2026 Q1	$16.5K	Hold	113	–	–	﹤0.01%	261
2025 Q4	$15.9K	Hold	113	–	–	﹤0.01%	264
2025 Q3	$15.8K	Hold	113	–	–	﹤0.01%	272
2025 Q2	$14.9K	Hold	113	–	–	﹤0.01%	208
2025 Q1	$14.2K	Hold	113	–	–	﹤0.01%	221
2024 Q4	$14.6K	Buy	+113	New	+$15.1K	﹤0.01%	205
2017 Q2	–	Sell	-5,010	Closed	-$416K	–	75
2017 Q1	$416K	Buy	+5,010	New	+$414K	0.11%	42

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Halbert Hargrove Global Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 113 shares — an estimated $16.5K sold.

Halbert Hargrove Global Advisors first reported a position in IWS in Q1 2017 and held it in 7 quarters. The position peaked at $416K in Q1 2017. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Halbert Hargrove Global Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 113 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $16.5K.
Halbert Hargrove Global Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and held it in 7 quarters.
Halbert Hargrove Global Advisors's iShares Russell Mid-Cap Value ETF position peaked at $416K in Q1 2017.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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