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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Platt Investment Counsel's IWM Position: Q2 2026 in Review

Platt Investment Counsel increased its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q2 2026, buying an estimated $16.3K and bringing the position to 32,625 shares worth $9.8M. The position accounts for 6.57% of the portfolio, ranked #7.

Platt Investment Counsel first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $19.5M in Q3 2024. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Platt Investment Counsel held 32,625 shares of iShares Russell 2000 ETF worth $9.8M as of Q2 2026.
  • Platt Investment Counsel bought 58 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Russell 2000 ETF made up 6.57% of Platt Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • Platt Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Platt Investment Counsel's iShares Russell 2000 ETF position peaked at $19.5M in Q3 2024.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.