iShares Russell 2000 Index shares owned by Phoenix Holdings
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 21k | 202.29 |
| 2025-03-31 | $6.1M | 31k | 199.49 |
| 2022-03-31 | $1.4M | 6.6k | 205.29 |
| 2021-12-31 | $1.8M | 7.9k | 222.46 |
| 2021-09-30 | $5.0M | 23k | 219.21 |
| 2021-06-30 | $5.8M | 25k | 229.35 |
| 2021-03-31 | $14M | 65k | 221.07 |
| 2020-12-31 | $13M | 67k | 195.77 |
| 2020-09-30 | $9.0M | 63k | 141.33 |
| 2020-06-30 | $8.6M | 64k | 136.00 |
| 2019-12-31 | $391k | 2.4k | 164.38 |