HFRG
Houlihan Financial Resource Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$759K | 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 | +$570K | 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 | +$513K | 0.3% | 59 |
|
|
2020
Q3 | $488K | Buy |
+2,324
| New | +$488K | 0.28% | 59 |
|
|
2020
Q1 | $345K | Hold |
2,324
| – | – | 0.3% | 64 |
|
|
2019
Q4 | $438K | Buy |
+2,324
| New | +$438K | 0.28% | 66 |
|