Phillips Wealth Planners LLC's ownership history for IJR

Phillips Wealth Planners LLC currently holds 2.2K shares with a market value of $262.9K. It started holding IJR on 2024-09-30. At its peak, it held 2.2K shares on 2025-09-30. Its highest holding value was $262.9K on 2025-09-30. At its lowest, it held 2.0K shares on 2024-12-31, with a value of $228.8K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 172.