Ownership history in Phoenix Financial Ltd. · 11 quarters on record
This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 21,357 | -9,182 | -30.1% | 0.06% | $4.3M | $240.72 |
| 2025 Q1 | ADDED | 30,539 | +23,958 | +364.0% | 0.09% | $6.1M | $197.36 |
| 2022 Q1 | REDUCED | 6,581 | -1,353 | -17.1% | 0.02% | $1.4M | $194.90 |
| 2021 Q4 | REDUCED | 7,934 | -14,800 | -65.1% | 0.03% | $1.8M | $210.80 |
| 2021 Q3 | REDUCED | 22,734 | -2,543 | -10.1% | 0.09% | $5.0M | $206.66 |
| 2021 Q2 | REDUCED | 25,277 | -40,046 | -61.3% | 0.11% | $5.8M | $216.04 |
| 2021 Q1 | REDUCED | 65,323 | -1,534 | -2.3% | 0.33% | $14.4M | $207.79 |
| 2020 Q4 | ADDED | 66,857 | +3,520 | +5.6% | 0.35% | $13.1M | $184.04 |
| 2020 Q3 | REDUCED | 63,337 | -195 | -0.3% | 0.37% | $8.9M | $140.17 |
| 2020 Q2 | ADDED | 63,532 | +61,152 | +2569.4% | 0.37% | $8.6M | $133.48 |
As of 2025 Q4 — sorted by position size