Platt Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,327
| Closed | -$9.04M | – | 10 |
|
|
2025
Q1 | $9.04M | Sell |
45,327
-27,925
| -38% | -$5.57M | 8.92% | 5 |
|
|
2024
Q4 | $16.2M | Sell |
73,252
-15,056
| -17% | -$3.33M | 15.45% | 3 |
|
|
2024
Q3 | $19.5M | Buy |
88,308
+7,039
| +9% | +$1.55M | 17.31% | 3 |
|
|
2024
Q2 | $16.5M | Buy |
81,269
+3,783
| +5% | +$768K | 15.86% | 3 |
|
|
2024
Q1 | $16.3M | Buy |
77,486
+10,731
| +16% | +$2.26M | 15.53% | 3 |
|
|
2023
Q4 | $13.4M | Sell |
66,755
-15,303
| -19% | -$3.07M | 13.89% | 4 |
|
|
2023
Q3 | $14.5M | Sell |
82,058
-718
| -0.9% | -$127K | 17.31% | 3 |
|
|
2023
Q2 | $15.5M | Buy |
82,776
+15,781
| +24% | +$2.96M | 17.59% | 3 |
|
|
2023
Q1 | $12M | Buy |
66,995
+14,968
| +29% | +$2.67M | 15.97% | 3 |
|
|
2022
Q4 | $9.07M | Sell |
52,027
-1,972
| -4% | -$344K | 12.9% | 5 |
|
|
2022
Q3 | $8.91M | Sell |
53,999
-705
| -1% | -$116K | 12.93% | 3 |
|
|
2022
Q2 | $9.27M | Sell |
54,704
-37,540
| -41% | -$6.36M | 12.59% | 4 |
|
|
2022
Q1 | $18.9M | Buy |
92,244
+16,405
| +22% | +$3.37M | 17.61% | 3 |
|
|
2021
Q4 | $16.9M | Buy |
75,839
+826
| +1% | +$184K | 14.39% | 4 |
|
|
2021
Q3 | $16.4M | Buy |
75,013
+411
| +0.6% | +$89.9K | 14.56% | 4 |
|
|
2021
Q2 | $17.1M | Buy |
74,602
+1,622
| +2% | +$372K | 14.71% | 4 |
|
|
2021
Q1 | $16.1M | Buy |
72,980
+27,799
| +62% | +$6.14M | 14.42% | 4 |
|
|
2020
Q4 | $8.86M | Buy |
+45,181
| New | +$8.86M | 8.39% | 6 |
|