PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IWM

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 2.0K shares with a market value of $498.7K. It started holding IWM on 2024-09-30. At its peak, it held 2.0K shares on 2025-12-31. Its highest holding value was $498.7K on 2025-12-31. At its lowest, it held 150 shares on 2025-03-31, with a value of $29.9K on 2025-03-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 1.9K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 1.9K.