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Pure Portfolios Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Pure Portfolios Holdings’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
2025
Q4 		$306K Sell
1,244
-193
-13% -$47.5K 0.09% 85
2025
Q3 		$348K Sell
1,437
-10
-0.7% -$2.29K 0.11% 78
2025
Q2 		$312K Sell
1,447
-19
-1% -$3.82K 0.11% 77
2025
Q1 		$292K Sell
1,466
-105
-7% -$22.8K 0.11% 77
2024
Q4 		$347K Buy
1,571
+28
+2% +$6.38K 0.13% 69
2024
Q3 		$341K Buy
+1,543
New +$330K 0.13% 67

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pure Portfolios Holdings's IWM Position: Q4 2025 in Review

Pure Portfolios Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q4 2025, selling an estimated $47.5K and leaving 1,244 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #85.

Pure Portfolios Holdings first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. The position peaked at $348K in Q3 2025. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Pure Portfolios Holdings held 1,244 shares of iShares Russell 2000 ETF worth $306K as of Q4 2025.
  • Pure Portfolios Holdings sold 193 iShares Russell 2000 ETF shares in Q4 2025, an estimated $47.5K.
  • iShares Russell 2000 ETF made up 0.09% of Pure Portfolios Holdings's portfolio in Q4 2025, its #85 holding.
  • Pure Portfolios Holdings first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
  • Pure Portfolios Holdings's iShares Russell 2000 ETF position peaked at $348K in Q3 2025.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.