Phillips Financial Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,121 shares of IWF stock, worth $527,912. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,121

Previous 874 28.26%

Holding current value

$527,912

Previous $371,000 41.51%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$420.11 - $472.68 $103,767 - $116,751	247 Added 28.26%	1,121 $525,000
Q1 2024 Apr 23, 2024	SELL	$294.43 - $339.01 $20,021 - $23,052	-68 Reduced 7.22%	874 $294,000
Q4 2023 Jan 25, 2024	SELL	$256.94 - $304.21 $1,027 - $1,216	-4 Reduced 0.42%	942 $285,000
Q3 2023 Nov 09, 2023	BUY	$263.8 - $285.38 $1,055 - $1,141	4 Added 0.42%	946 $251,000
Q2 2023 Aug 11, 2023	SELL	$239.31 - $275.18 $24,888 - $28,618	-104 Reduced 9.94%	942 $259,000

Q4 2022 Jan 24, 2023	BUY	$207.03 - $232.89 $19,253 - $21,658	93 Added 9.76%	1,046 $0
Q3 2022 Nov 08, 2022	BUY	$210.4 - $257.47 $200,511 - $245,368	953 New	953 $200,000
Q2 2022 Jul 22, 2022	SELL	$209.9 - $283.21 $221,864 - $299,352	-1,057 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$246.62 - $307.78 $260,677 - $325,323	1,057 New	1,057 $293,000

Others Institutions Holding IWF

# of Institutions

2,636

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Phillips Financial Management, LLC Ishares Russell 1000 Gr ETF Transaction History