ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,026 Value ($000) $499 Avg Close — Range —
Q3 2025
Shares 2,000 Value ($000) $484 Avg Close — Range —
Q2 2025
Shares 150 Value ($000) $32 Avg Close — Range —
Q1 2025
Shares 150 Value ($000) $30 Avg Close — Range —
Q4 2024
Shares 152 Value ($000) $34 Avg Close — Range —
Q3 2024
Shares 163 Value ($000) $36 Avg Close — Range —
Q2 2024
Shares 161 Value ($000) $33 Avg Close — Range —
Q1 2024
Shares 71 Value ($000) $15 Avg Close — Range —
Q4 2023
Shares 71 Value ($000) $14 Avg Close — Range —
Q3 2023
Shares 71 Value ($000) $13 Avg Close — Range —
Q2 2023
Shares 71 Value ($000) $13 Avg Close — Range —
Q1 2023
Shares 91 Value ($000) $16 Avg Close — Range —
Q4 2022
Shares 71 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 71 Value ($000) $12 Avg Close — Range —