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iShares S&P 500 Index shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 500 Index by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 11k 477.69
2023-09-30 $4.5M 11k 424.68
2023-03-31 $4.4M 11k 411.14
2022-12-31 $4.2M 11k 393.27
2022-09-30 $4.1M 11k 376.75
2020-09-30 $4.0M 11k 357.93
2020-03-31 $2.9M 11k 258.44
2019-12-31 $3.7M 11k 323.29

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

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