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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
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 Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Houlihan Financial Resource Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index