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 |
|---|---|---|---|
| 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 |
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