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Platform Technology Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Buy
3,105
+30
+1% +$6.48K 0.18% 120
2025
Q1
$614K Buy
3,075
+930
+43% +$186K 0.18% 116
2024
Q4
$474K Buy
2,145
+1,075
+100% +$238K 0.14% 127
2024
Q3
$236K Buy
+1,070
New +$236K 0.07% 196
2023
Q4
Sell
-2,023
Closed -$358K 215
2023
Q3
$358K Sell
2,023
-10
-0.5% -$1.77K 0.17% 128
2023
Q2
$386K Buy
2,033
+11
+0.5% +$2.09K 0.18% 122
2023
Q1
$361K Buy
2,022
+1
+0% +$178 0.18% 130
2022
Q4
$352K Buy
2,021
+100
+5% +$17.4K 0.18% 127
2022
Q3
$317K Buy
+1,921
New +$317K 0.18% 128