Houlihan Financial Resource Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Hold |
1,850
| – | – | 0.26% | 68 |
|
|
2025
Q1 | $567K | Sell |
1,850
-223
| -11% | -$68.3K | 0.25% | 62 |
|
|
2024
Q4 | $668K | Hold |
2,073
| – | – | 0.28% | 57 |
|
|
2024
Q3 | $652K | Buy |
+2,073
| New | +$652K | 0.27% | 61 |
|
|
2024
Q2 | – | Sell |
-2,073
| Closed | -$597K | – | 80 |
|
|
2024
Q1 | $597K | Hold |
2,073
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $544K | Hold |
2,073
| – | – | 0.26% | 61 |
|
|
2023
Q3 | $487K | Buy |
+2,073
| New | +$487K | 0.26% | 63 |
|
|
2023
Q2 | – | Sell |
-2,073
| Closed | -$467K | – | 156 |
|
|
2023
Q1 | $467K | Hold |
2,073
| – | – | 0.25% | 66 |
|
|
2022
Q4 | $436K | Buy |
+2,073
| New | +$436K | 0.25% | 64 |
|
|
2020
Q3 | $414K | Buy |
+2,073
| New | +$414K | 0.24% | 66 |
|
|
2020
Q1 | $293K | Hold |
2,073
| – | – | 0.25% | 67 |
|
|
2019
Q4 | $370K | Buy |
+2,073
| New | +$370K | 0.24% | 72 |
|