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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phillips Financial Management's IWM Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q1 2026, selling an estimated $97K and leaving 1,650 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #150.

Phillips Financial Management first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. The position peaked at $499K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Phillips Financial Management held 1,650 shares of iShares Russell 2000 ETF worth $409K as of Q1 2026.
Phillips Financial Management sold 376 iShares Russell 2000 ETF shares in Q1 2026, an estimated $97K.
iShares Russell 2000 ETF made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #150 holding.
Phillips Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's iShares Russell 2000 ETF position peaked at $499K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.