IHWM
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Iron Horse Wealth Management’s Houlihan Lokey HLI Stock Holding History

Iron Horse Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.3K Hold
96
– – 0.01% 229
2025
Q1 		$15.5K Hold
96
– – 0.01% 224
2024
Q4 		$16.7K Hold
96
– – 0.01% 201
2024
Q3 		$15.2K Hold
96
– – 0.01% 206
2024
Q2 		$12.9K Hold
96
– – ﹤0.01% 195
2024
Q1 		$12.3K Hold
96
– – ﹤0.01% 181
2023
Q4 		$11.5K Hold
96
– – 0.01% 175
2023
Q3 		$10.3K Buy
+96
New +$9.9K 0.01% 181

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