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

Platform Technology Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
4,582
+5
+0.1% +$1.41K 0.23% 94
2026
Q1 		$1.14M Buy
4,577
+1,282
+39% +$331K 0.22% 102
2025
Q4 		$811K Buy
3,295
+75
+2% +$18.4K 0.17% 117
2025
Q3 		$779K Buy
3,220
+115
+4% +$26.4K 0.19% 113
2025
Q2 		$670K Buy
3,105
+30
+1% +$6.04K 0.18% 120
2025
Q1 		$614K Buy
3,075
+930
+43% +$202K 0.18% 116
2024
Q4 		$474K Buy
2,145
+1,075
+100% +$245K 0.14% 127
2024
Q3 		$236K Buy
+1,070
New +$229K 0.07% 196
2023
Q4 		– Sell
-2,023
Closed -$358K – 217
2023
Q3 		$358K Sell
2,023
-10
-0.5% -$1.88K 0.17% 128
2023
Q2 		$386K Buy
2,033
+11
+0.5% +$1.96K 0.18% 122
2023
Q1 		$361K Buy
2,022
+1
+0% +$184 0.18% 130
2022
Q4 		$352K Buy
2,021
+100
+5% +$17.8K 0.18% 127
2022
Q3 		$317K Buy
+1,921
New +$350K 0.18% 128

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Platform Technology Partners's IWM Position: Q2 2026 in Review

Platform Technology Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, buying an estimated $1.41K and bringing the position to 4,582 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #94.

Platform Technology Partners first reported a position in IWM in Q3 2022 and has held it in 13 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Platform Technology Partners held 4,582 shares of iShares Russell 2000 ETF worth $1.38M as of Q2 2026.
  • Platform Technology Partners bought 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Russell 2000 ETF made up 0.23% of Platform Technology Partners's portfolio in Q2 2026, its #94 holding.
  • Platform Technology Partners first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 13 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.