Houlihan Financial Resource Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$861K	Hold	2,324	–	–	0.34%	59
2025 Q4	$899K	Buy	+2,324	New	+$892K	0.34%	57
2025 Q3	–	Sell	-2,324	Closed	-$816K	–	91
2025 Q2	$816K	Hold	2,324	–	–	0.34%	55
2025 Q1	$738K	Hold	2,324	–	–	0.33%	51
2024 Q4	$777K	Hold	2,324	–	–	0.33%	51
2024 Q3	$759K	Buy	+2,324	New	+$731K	0.31%	54
2024 Q2	–	Sell	-2,324	Closed	-$697K	–	81
2024 Q1	$697K	Hold	2,324	–	–	0.31%	55
2023 Q4	$636K	Hold	2,324	–	–	0.31%	56
2023 Q3	$570K	Buy	+2,324	New	+$594K	0.31%	57
2023 Q2	–	Sell	-2,324	Closed	-$547K	–	157
2023 Q1	$547K	Hold	2,324	–	–	0.3%	57
2022 Q4	$513K	Buy	+2,324	New	+$516K	0.3%	59
2020 Q3	$488K	Buy	+2,324	New	+$450K	0.28%	59
2020 Q1	$345K	Hold	2,324	–	–	0.3%	64
2019 Q4	$438K	Buy	+2,324	New	+$419K	0.28%	66

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Houlihan Financial Resource Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,324 shares worth $861K. The position accounts for 0.34% of the portfolio, ranked #59.

Houlihan Financial Resource Group first reported a position in IWV in Q4 2019 and has held it in 14 quarters since. The position peaked at $899K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Houlihan Financial Resource Group held 2,324 shares of iShares Russell 3000 ETF worth $861K as of Q1 2026.
Houlihan Financial Resource Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.34% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #59 holding.
Houlihan Financial Resource Group first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's iShares Russell 3000 ETF position peaked at $899K in Q4 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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