Phoenix Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.34M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $4.98M | Sell |
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|
2021
Q2 | $5.8M | Sell |
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|
2021
Q1 | $14.4M | Sell |
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|
2020
Q4 | $13.1M | Buy |
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|
2020
Q3 | $8.94M | Sell |
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|
2020
Q2 | $8.65M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Buy |
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