Halbert Hargrove Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.12M	Sell	14,354 -1,100	-7%	-$453K	0.26%	23
2026 Q1	$5.73M	Sell	15,454 -2,349	-13%	-$909K	0.28%	22
2025 Q4	$6.89M	Sell	17,803 -1,286	-7%	-$494K	0.33%	19
2025 Q3	$7.23M	Buy	19,089 +925	+5%	+$337K	0.35%	18
2025 Q2	$6.38M	Sell	18,164 -88	-0.5%	-$28.6K	0.33%	19
2025 Q1	$5.8M	Sell	18,252 -2,689	-13%	-$902K	0.33%	19
2024 Q4	$7M	Sell	20,941 -148	-0.7%	-$49.8K	0.39%	17
2024 Q3	$6.89M	Sell	21,089 -240	-1%	-$75.5K	0.38%	19
2024 Q2	$6.58M	Sell	21,329 -3,889	-15%	-$1.16M	0.38%	19
2024 Q1	$7.57M	Sell	25,218 -1,621	-6%	-$462K	0.5%	19
2023 Q4	$7.35M	Sell	26,839 -788	-3%	-$201K	0.5%	23
2023 Q3	$6.77M	Sell	27,627 -734	-3%	-$188K	0.5%	24
2023 Q2	$7.22M	Sell	28,361 -640	-2%	-$154K	0.53%	22
2023 Q1	$6.83M	Sell	29,001 -4,554	-14%	-$1.05M	0.46%	26
2022 Q4	$7.41M	Buy	33,555 +6	+0%	+$1.33K	0.53%	22
2022 Q3	$6.95M	Hold	33,549	–	–	0.54%	22
2022 Q2	$7.29M	Buy	33,549 +546	+2%	+$129K	0.54%	21
2022 Q1	$8.66M	Buy	33,003 +17,809	+117%	+$4.61M	0.57%	19
2021 Q4	$4.22M	Sell	15,194 -32,343	-68%	-$8.76M	0.27%	24
2021 Q3	$12.1M	Sell	47,537 -2,555	-5%	-$669K	0.84%	17
2021 Q2	$12.8M	Sell	50,092 -534	-1%	-$133K	0.84%	17
2021 Q1	$12M	Hold	50,626	–	–	0.86%	16
2020 Q4	$11.3M	Buy	50,626 +41,136	+433%	+$8.64M	0.86%	17
2020 Q3	$1.86M	Hold	9,490	–	–	0.18%	21
2020 Q2	$1.71M	Hold	9,490	–	–	0.25%	21
2020 Q1	$1.41M	Hold	9,490	–	–	0.25%	19
2019 Q4	$1.79M	Sell	9,490 -80	-0.8%	-$14.4K	0.46%	12
2019 Q3	$1.66M	Hold	9,570	–	–	0.44%	11
2019 Q2	$1.65M	Buy	+9,570	New	+$1.62M	0.45%	9
2019 Q1	–	Sell	-13,845	Closed	-$2.03M	–	62
2018 Q4	$2.03M	Hold	13,845	–	–	0.47%	18
2018 Q3	$2.38M	Sell	13,845 -368	-3%	-$62.3K	0.62%	9
2018 Q2	$2.31M	Hold	14,213	–	–	0.61%	8
2018 Q1	$2.22M	Hold	14,213	–	–	0.59%	7
2017 Q4	$2.25M	Hold	14,213	–	–	0.59%	9
2017 Q3	$2.12M	Hold	14,213	–	–	0.58%	8
2017 Q2	$2.05M	Hold	14,213	–	–	0.54%	8
2017 Q1	$1.99M	Hold	14,213	–	–	0.51%	8
2016 Q4	$1.89M	Hold	14,213	–	–	0.52%	8
2016 Q3	$1.82M	Hold	14,213	–	–	0.51%	7
2016 Q2	$1.76M	Hold	14,213	–	–	0.51%	8
2016 Q1	$1.72M	Hold	14,213	–	–	0.62%	10
2015 Q4	$1.71M	Sell	14,213 -87	-0.6%	-$10.6K	0.73%	17
2015 Q3	$1.63M	Hold	14,300	–	–	0.8%	9
2015 Q2	$1.77M	Hold	14,300	–	–	0.43%	11
2015 Q1	$1.77M	Hold	14,300	–	–	0.57%	9
2014 Q4	$1.75M	Hold	14,300	–	–	0.87%	9
2014 Q3	$1.67M	Hold	14,300	–	–	0.46%	14
2014 Q2	$1.68M	Hold	14,300	–	–	0.51%	8
2014 Q1	$1.61M	Hold	14,300	–	–	0.49%	8
2013 Q4	$1.58M	Hold	14,300	–	–	0.49%	8
2013 Q3	$1.45M	Hold	14,300	–	–	0.48%	8
2013 Q2	$1.38M	Buy	+14,300	New	+$1.37M	0.51%	9

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 7.1% in Q2 2026, selling an estimated $453K and leaving 14,354 shares worth $6.12M. The position accounts for 0.26% of the portfolio, ranked #23.

Halbert Hargrove Global Advisors first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.8M in Q2 2021. 396 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Halbert Hargrove Global Advisors held 14,354 shares of iShares Russell 3000 ETF worth $6.12M as of Q2 2026.
Halbert Hargrove Global Advisors sold 1,100 iShares Russell 3000 ETF shares in Q2 2026, an estimated $453K.
iShares Russell 3000 ETF made up 0.26% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #23 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
Halbert Hargrove Global Advisors's iShares Russell 3000 ETF position peaked at $12.8M in Q2 2021.
396 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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