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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$138K	Hold
2025 Q2	$123K	Buy
2022 Q4	–	Sell
2022 Q3	$1K	Buy