Phoenix Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Phoenix Financial’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
2025 Q4	–	Sell	-21,357	Closed	-$4.34M	–	487
2025 Q3	$4.34M	Buy	+21,357	New	+$4.9M	0.05%	140
2025 Q2	–	Sell	-30,539	Closed	-$6.09M	–	438
2025 Q1	$6.09M	Buy	+30,539	New	+$6.62M	0.09%	117
2022 Q2	–	Sell	-6,581	Closed	-$1.35M	–	401
2022 Q1	$1.35M	Sell	6,581 -1,353	-17%	-$276K	0.02%	235
2021 Q4	$1.76M	Sell	7,934 -14,800	-65%	-$3.34M	0.03%	210
2021 Q3	$4.98M	Sell	22,734 -2,543	-10%	-$564K	0.09%	132
2021 Q2	$5.8M	Sell	25,277 -40,046	-61%	-$9M	0.11%	142
2021 Q1	$14.4M	Sell	65,323 -1,534	-2%	-$335K	0.33%	83
2020 Q4	$13.1M	Buy	66,857 +3,520	+6%	+$616K	0.35%	91
2020 Q3	$8.94M	Sell	63,337 -195	-0.3%	-$29.3K	0.37%	81
2020 Q2	$8.65M	Buy	+63,532	New	+$8.34M	0.37%	82
2020 Q1	–	Sell	-2,380	Closed	-$391K	–	316
2019 Q4	$391K	Buy	+2,380	New	+$376K	0.02%	175

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Phoenix Financial's IWM Position: Q4 2025 in Review

Phoenix Financial sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 21,357 shares — an estimated $4.34M sold.

Phoenix Financial first reported a position in IWM in Q4 2019 and held it in 11 quarters. The position peaked at $14.4M in Q1 2021. 2,594 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Phoenix Financial reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 21,357 iShares Russell 2000 ETF shares in Q4 2025, an estimated $4.34M.
Phoenix Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 11 quarters.
Phoenix Financial's iShares Russell 2000 ETF position peaked at $14.4M in Q1 2021.
2,594 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.