Houlihan Financial Resource Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $628K | Hold |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $597K | Hold |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $436K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q1 | $293K | Hold |
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|
2019
Q4 | $370K | Buy |
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