Phoenix Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Phoenix Wealth Advisors’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	$209K	Buy	+696	New	+$196K	0.07%	125
2021 Q3	–	Sell	-29	Closed	-$7K	–	384
2021 Q2	$7K	Hold	29	–	–	0.01%	315
2021 Q1	$6K	Hold	29	–	–	﹤0.01%	315
2020 Q4	$6K	Buy	+29	New	+$5.08K	﹤0.01%	314

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

Phoenix Wealth Advisors's IWM Position: Q2 2026 in Review

Phoenix Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 696 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Phoenix Wealth Advisors previously reported a position in IWM as recently as Q2 2021.

Phoenix Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 4 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Phoenix Wealth Advisors held 696 shares of iShares Russell 2000 ETF worth $209K as of Q2 2026.
iShares Russell 2000 ETF was a new Phoenix Wealth Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Phoenix Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 4 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.