Houlihan Financial Resource Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.01M Sell
2025
Q2
$11.8M Sell
2025
Q1
$11.7M Sell
2024
Q4
$13.3M Sell
2024
Q3
$13.8M Buy
2024
Q2
Sell
2024
Q1
$13.6M Sell
2023
Q4
$13.3M Buy
2023
Q3
$11M Buy
2023
Q2
Sell
2023
Q1
$11.7M Buy
2022
Q4
$11.7M Buy
2022
Q3
$11M Buy
2020
Q3
$9.13M Buy
2020
Q1
$6.21M Buy
2019
Q4
$8.05M Buy