iShares Russell 1000 Value Index shares owned by Halbert Hargrove Global Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Halbert Hargrove Global Advisors
from 13F filings
Historical chart of Halbert Hargrove Global Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Halbert Hargrove Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.4k | 203.58 |
| 2025-06-30 | $142k | 731 | 194.18 |
| 2025-03-31 | $79k | 419 | 188.08 |
| 2024-12-31 | $32k | 174 | 184.93 |
| 2022-09-30 | $200k | 1.5k | 135.69 |
| 2022-03-31 | $212k | 1.3k | 165.75 |
| 2021-12-31 | $214k | 1.3k | 167.71 |
| 2021-06-30 | $208k | 1.3k | 158.42 |
| 2017-03-31 | $652k | 5.7k | 114.87 |
| 2014-03-31 | $37k | 381 | 97.11 |
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