Houlihan Financial Resource Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Hold |
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|
2025
Q1 | $738K | Hold |
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|
2024
Q4 | $777K | Hold |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $697K | Hold |
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|
2023
Q4 | $636K | Hold |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $547K | Hold |
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|
2022
Q4 | $513K | Buy |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $438K | Buy |
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