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iShares Russell 2000 Index shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Phoenix Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 696 300.45
2021-06-30 $7.0k 29 241.38
2021-03-31 $6.0k 29 206.90
2020-12-31 $6.0k 29 206.90

More positions owned by Phoenix Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr International Sl (ISCF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str Sp500div (SPYD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Phoenix Wealth Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index