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Platt Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Platt Investment Counsel’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
Q3 		$11.4M Buy
40,991
+8,366
+26% +$2.46M 7.84% 6
2026
Q2 		$9.8M Buy
32,625
+58
+0.2% +$16.3K 6.57% 7
2026
Q1 		$8.08M Buy
32,567
+9,098
+39% +$2.35M 6.22% 7
2025
Q4 		$5.78M Buy
+23,469
New +$5.77M 4.27% 7
2025
Q2 		– Sell
-45,327
Closed -$9.04M – 10
2025
Q1 		$9.04M Sell
45,327
-27,925
-38% -$6.06M 8.92% 5
2024
Q4 		$16.2M Sell
73,252
-15,056
-17% -$3.43M 15.45% 3
2024
Q3 		$19.5M Buy
88,308
+7,039
+9% +$1.51M 17.31% 3
2024
Q2 		$16.5M Buy
81,269
+3,783
+5% +$765K 15.86% 3
2024
Q1 		$16.3M Buy
77,486
+10,731
+16% +$2.14M 15.53% 3
2023
Q4 		$13.4M Sell
66,755
-15,303
-19% -$2.74M 13.89% 4
2023
Q3 		$14.5M Sell
82,058
-718
-0.9% -$135K 17.31% 3
2023
Q2 		$15.5M Buy
82,776
+15,781
+24% +$2.81M 17.59% 3
2023
Q1 		$12M Buy
66,995
+14,968
+29% +$2.76M 15.97% 3
2022
Q4 		$9.07M Sell
52,027
-1,972
-4% -$351K 12.9% 5
2022
Q3 		$8.91M Sell
53,999
-705
-1% -$129K 12.93% 3
2022
Q2 		$9.27M Sell
54,704
-37,540
-41% -$6.92M 12.59% 4
2022
Q1 		$18.9M Buy
92,244
+16,405
+22% +$3.35M 17.61% 3
2021
Q4 		$16.9M Buy
75,839
+826
+1% +$187K 14.39% 4
2021
Q3 		$16.4M Buy
75,013
+411
+0.6% +$91.1K 14.56% 4
2021
Q2 		$17.1M Buy
74,602
+1,622
+2% +$365K 14.71% 4
2021
Q1 		$16.1M Buy
72,980
+27,799
+62% +$6.07M 14.42% 4
2020
Q4 		$8.86M Buy
+45,181
New +$7.91M 8.39% 6

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Platt Investment Counsel's IWM Position: Q3 2026 in Review

Platt Investment Counsel increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q3 2026, buying an estimated $2.46M and bringing the position to 40,991 shares worth $11.4M. The position accounts for 7.84% of the portfolio, ranked #6.

Platt Investment Counsel first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.5M in Q3 2024. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Platt Investment Counsel held 40,991 shares of iShares Russell 2000 ETF worth $11.4M as of Q3 2026.
  • Platt Investment Counsel bought 8,366 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.46M.
  • iShares Russell 2000 ETF made up 7.84% of Platt Investment Counsel's portfolio in Q3 2026, its #6 holding.
  • Platt Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Platt Investment Counsel's iShares Russell 2000 ETF position peaked at $19.5M in Q3 2024.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.