Phillips Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Hold	1,650	–	–	0.04%	143
2026 Q1	$409K	Sell	1,650 -376	-19%	-$97K	0.03%	150
2025 Q4	$499K	Buy	2,026 +26	+1%	+$6.39K	0.03%	144
2025 Q3	$484K	Buy	2,000 +1,850	+1,233%	+$424K	0.03%	151
2025 Q2	$32.4K	Hold	150	–	–	﹤0.01%	234
2025 Q1	$29.9K	Sell	150 -2	-1%	-$434	﹤0.01%	227
2024 Q4	$33.6K	Sell	152 -11	-7%	-$2.51K	﹤0.01%	218
2024 Q3	$36K	Buy	163 +2	+1%	+$428	﹤0.01%	223
2024 Q2	$32.7K	Buy	161 +90	+127%	+$18.2K	﹤0.01%	224
2024 Q1	$14.9K	Hold	71	–	–	﹤0.01%	233
2023 Q4	$14.3K	Hold	71	–	–	﹤0.01%	218
2023 Q3	$12.5K	Hold	71	–	–	﹤0.01%	220
2023 Q2	$13.3K	Sell	71 -20	-22%	-$3.57K	﹤0.01%	216
2023 Q1	$16.2K	Buy	91 +20	+28%	+$3.68K	﹤0.01%	215
2022 Q4	$12.4K	Hold	71	–	–	﹤0.01%	206
2022 Q3	$12K	Buy	+71	New	+$12.9K	﹤0.01%	200

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Phillips Financial Management's IWM Position: Q2 2026 in Review

Phillips Financial Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,650 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #143.

Phillips Financial Management first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. The position peaked at $499K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Phillips Financial Management held 1,650 shares of iShares Russell 2000 ETF worth $496K as of Q2 2026.
Phillips Financial Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #143 holding.
Phillips Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares Russell 2000 ETF position peaked at $499K in Q4 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.