Platt Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.78M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $9.04M | Sell |
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|
2024
Q4 | $16.2M | Sell |
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|
2024
Q3 | $19.5M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $14.5M | Sell |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $9.07M | Sell |
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|
2022
Q3 | $8.91M | Sell |
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|
2022
Q2 | $9.27M | Sell |
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|
2022
Q1 | $18.9M | Buy |
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|
2021
Q4 | $16.9M | Buy |
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|
2021
Q3 | $16.4M | Buy |
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|
2021
Q2 | $17.1M | Buy |
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|
2021
Q1 | $16.1M | Buy |
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|
2020
Q4 | $8.86M | Buy |
|