Phillips Financial Management, LLC Ishares Russell 2000 ETF Transaction History

Phillips Financial Management, LLC

$1.46 Billion
Q4 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,026 shares of IWM stock, worth $481,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,026

Previous 2,000 1.3%

Holding current value

$481,134

Previous $483,000 0.41%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$236.79 - $250.33 $6,156 - $6,508	26 Added 1.3%	2,026 $481,000
Q3 2025 Oct 24, 2025	BUY	$214.92 - $244.84 $397,602 - $452,954	1,850 Added 1233.33%	2,000 $483,000
Q1 2025 Apr 30, 2025	SELL	$198.1 - $229.79 $396 - $459	-2 Reduced 1.32%	150 $29,000
Q4 2024 Feb 10, 2025	SELL	$216.13 - $242.4 $2,377 - $2,666	-11 Reduced 6.75%	152 $33,000
Q3 2024 Nov 07, 2024	BUY	$200.87 - $224.6 $401 - $449	2 Added 1.24%	163 $36,000

Q2 2024 Aug 08, 2024	BUY	$192.84 - $209.44 $17,355 - $18,849	90 Added 126.76%	161 $32,000
Q2 2023 Aug 11, 2023	SELL	$170.4 - $187.93 $3,408 - $3,758	-20 Reduced 21.98%	71 $13,000
Q1 2023 May 08, 2023	BUY	$170.25 - $198.32 $3,405 - $3,966	20 Added 28.17%	91 $16,000
Q3 2022 Nov 08, 2022	BUY	$164.17 - $201.07 $11,656 - $14,275	71 New	71 $12,000

Others Institutions Holding IWM

# of Institutions

3,057

Shares Held

282M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Phillips Financial Management, LLC Ishares Russell 2000 ETF Transaction History