Houlihan Financial Resource Group’s iShares Russell 1000 ETF IWB Stock Holding History

Houlihan Financial Resource Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Hold	1,850	–	–	0.26%	68
2025 Q4	$691K	Buy	+1,850	New	+$685K	0.26%	66
2025 Q3	–	Sell	-1,850	Closed	-$628K	–	90
2025 Q2	$628K	Hold	1,850	–	–	0.26%	68
2025 Q1	$567K	Sell	1,850 -223	-11%	-$72.1K	0.25%	62
2024 Q4	$668K	Hold	2,073	–	–	0.28%	57
2024 Q3	$652K	Buy	+2,073	New	+$628K	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	+$507K	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	+$439K	0.25%	64
2020 Q3	$414K	Buy	+2,073	New	+$383K	0.24%	66
2020 Q1	$293K	Hold	2,073	–	–	0.25%	67
2019 Q4	$370K	Buy	+2,073	New	+$354K	0.24%	72

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Houlihan Financial Resource Group's IWB Position: Q1 2026 in Review

Houlihan Financial Resource Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,850 shares worth $660K. The position accounts for 0.26% of the portfolio, ranked #68.

Houlihan Financial Resource Group first reported a position in IWB in Q4 2019 and has held it in 14 quarters since. The position peaked at $691K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Houlihan Financial Resource Group held 1,850 shares of iShares Russell 1000 ETF worth $660K as of Q1 2026.
Houlihan Financial Resource Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.26% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #68 holding.
Houlihan Financial Resource Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's iShares Russell 1000 ETF position peaked at $691K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.