ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,001 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 4,001 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 4,001 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 4,001 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 4,001 Value ($000) $354 Avg Close — Range —
Q3 2024
Shares 4,001 Value ($000) $353 Avg Close — Range —
Q2 2024
Shares 5,701 Value ($000) $462 Avg Close — Range —
Q1 2024
Shares 4,435 Value ($000) $373 Avg Close — Range —
Q4 2021
Shares 2,425 Value ($000) $201 Avg Close — Range —
Q3 2021
Shares 2,425 Value ($000) $190 Avg Close — Range —
Q2 2021
Shares 2,425 Value ($000) $193 Avg Close — Range —
Q1 2021
Shares 2,425 Value ($000) $182 Avg Close — Range —
Q4 2020
Shares 2,425 Value ($000) $166 Avg Close — Range —