iShares Russell 2000 Index shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 2.0k | 241.96 |
| 2025-06-30 | $32k | 150 | 215.79 |
| 2025-03-31 | $30k | 150 | 199.49 |
| 2024-12-31 | $34k | 152 | 220.96 |
| 2024-09-30 | $36k | 163 | 220.89 |
| 2024-06-30 | $33k | 161 | 202.89 |
| 2024-03-31 | $15k | 71 | 210.30 |
| 2023-12-31 | $14k | 71 | 200.70 |
| 2023-09-30 | $13k | 71 | 176.75 |
| 2023-06-30 | $13k | 71 | 187.27 |
| 2023-03-31 | $16k | 91 | 178.40 |
| 2022-12-31 | $12k | 71 | 174.37 |
| 2022-09-30 | $12k | 71 | 169.01 |
More positions owned by Phillips Financial Management
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