ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q2 2024
Shares 1,690 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 1,920 Value ($000) $344 Avg Close — Range —
Q4 2023
Shares 2,200 Value ($000) $365 Avg Close — Range —
Q3 2023
Shares 2,200 Value ($000) $334 Avg Close — Range —
Q2 2023
Shares 2,200 Value ($000) $347 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $335 Avg Close — Range —
Q4 2022
Shares 2,200 Value ($000) $334 Avg Close — Range —
Q3 2022
Shares 1,915 Value ($000) $260 Avg Close — Range —
Q3 2021
Shares 297 Value ($000) $46 Avg Close — Range —
Q2 2021
Shares 297 Value ($000) $47 Avg Close — Range —
Q1 2021
Shares 297 Value ($000) $45 Avg Close — Range —
Q4 2020
Shares 207 Value ($000) $28 Avg Close — Range —