HHGA
Halbert Hargrove Global Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
113
| – | – | ﹤0.01% | 196 |
|
|
2025
Q1 | $14.2K | Hold |
113
| – | – | ﹤0.01% | 209 |
|
|
2024
Q4 | $14.6K | Buy |
+113
| New | +$14.6K | ﹤0.01% | 191 |
|
|
2017
Q2 | – | Sell |
-5,010
| Closed | -$416K | – | 75 |
|
|
2017
Q1 | $416K | Buy |
+5,010
| New | +$416K | 0.11% | 42 |
|