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
2025 Q3	$15.8K	Hold
2025 Q2	$14.9K	Hold
2025 Q1	$14.2K	Hold
2024 Q4	$14.6K	Buy
2017 Q2	–	Sell
2017 Q1	$416K	Buy