ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 3,953 Value ($000) $716 Avg Close — Range —
Q3 2025
Shares 3,953 Value ($000) $699 Avg Close — Range —
Q2 2025
Shares 4,568 Value ($000) $721 Avg Close — Range —
Q1 2025
Shares 4,568 Value ($000) $690 Avg Close — Range —
Q4 2024
Shares 4,568 Value ($000) $750 Avg Close — Range —
Q3 2024
Shares 4,568 Value ($000) $762 Avg Close — Range —
Q2 2024
Shares 4,568 Value ($000) $696 Avg Close — Range —
Q1 2024
Shares 4,568 Value ($000) $725 Avg Close — Range —
Q4 2023
Shares 4,568 Value ($000) $710 Avg Close — Range —
Q3 2023
Shares 4,949 Value ($000) $671 Avg Close — Range —
Q2 2023
Shares 5,008 Value ($000) $705 Avg Close — Range —
Q1 2023
Shares 5,033 Value ($000) $690 Avg Close — Range —
Q4 2022
Shares 5,025 Value ($000) $697 Avg Close — Range —
Q3 2022
Shares 5,264 Value ($000) $679 Avg Close — Range —
Q1 2022
Shares 5,477 Value ($000) $884 Avg Close — Range —
Q1 2014
Shares 10,002 Value ($000) $991 Avg Close — Range —
Q4 2013
Shares 10,676 Value ($000) $1,053 Avg Close — Range —
Q3 2013
Shares 10,796 Value ($000) $989 Avg Close — Range —
Q2 2013
Shares 10,796 Value ($000) $982 Avg Close — Range —