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iShares S&P SmallCap 600 Index shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 118k 116.96
2024-03-31 $14M 123k 110.52
2023-12-31 $13M 123k 108.25
2023-09-30 $11M 120k 91.66
2023-03-31 $12M 121k 96.70
2022-12-31 $12M 120k 97.85
2022-09-30 $11M 119k 92.14
2020-09-30 $9.1M 112k 81.34
2020-03-31 $6.2M 111k 56.11
2019-12-31 $8.1M 96k 83.85

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Houlihan Financial Resource Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index