Phillips Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Phillips Financial Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.9M	Sell
2025 Q2	$3.79M	Sell
2025 Q1	$3.43M	Sell
2024 Q4	$3.64M	Sell
2024 Q3	$3.57M	Sell
2024 Q2	$3.42M	Sell
2024 Q1	$3.36M	Sell
2023 Q4	$3.06M	Sell
2023 Q3	$2.76M	Sell
2023 Q2	$2.87M	Sell
2023 Q1	$2.69M	Sell
2022 Q4	$2.62M	Sell
2022 Q3	$2.47M	Buy
2022 Q2	$2.6M	Buy
2022 Q1	$3.11M	Sell
2021 Q4	$3.3M	Sell
2021 Q3	$3.08M	Sell
2021 Q2	$3.09M	Sell
2021 Q1	$2.91M	Sell
2020 Q4	$2.76M	Sell
2020 Q3	$2.45M	Sell
2020 Q2	$2.45M	Hold
2020 Q1	$1.93M	Sell
2019 Q4	$2.64M	Sell
2019 Q3	$2.46M	Sell
2019 Q2	$2.47M	Sell
2019 Q1	$2.47M	Sell
2018 Q4	$2.23M	Sell
2018 Q3	$2.62M	Sell
2018 Q2	$2.77M	Sell
2018 Q1	$2.67M	Sell
2017 Q4	$3.08M	Sell
2017 Q3	$2.85M	Hold
2017 Q2	$2.81M	Sell
2017 Q1	$2.64M	Sell
2016 Q4	$2.61M	Sell
2016 Q3	$2.51M	Sell
2016 Q2	$2.66M	Sell
2016 Q1	$2.55M	Sell
2015 Q4	$2.37M	Hold
2015 Q3	$2.5M	Hold
2015 Q2	$2.69M	Sell
2015 Q1	$2.75M	Sell
2014 Q4	$2.65M	Sell
2014 Q3	$2.54M	Sell
2014 Q2	$2.63M	Hold
2014 Q1	$2.5M	Sell
2013 Q4	$2.46M	Buy
2013 Q3	$2.27M	Hold
2013 Q2	$2.24M	Buy