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
2025
Q1
$738K Hold
2024
Q4
$777K Hold
2024
Q3
$759K Buy
2024
Q2
Sell
2024
Q1
$697K Hold
2023
Q4
$636K Hold
2023
Q3
$570K Buy
2023
Q2
Sell
2023
Q1
$547K Hold
2022
Q4
$513K Buy
2020
Q3
$488K Buy
2020
Q1
$345K Hold
2019
Q4
$438K Buy