PUREfi Wealth
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PUREfi Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

PUREfi Wealth’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 		$1.69M Buy
6,078
+1,700
+39% +$499K 0.79% 34
2026
Q2 		$1.32M Buy
4,378
+145
+3% +$40.7K 0.72% 33
2026
Q1 		$1.05M Sell
4,233
-318
-7% -$82K 0.69% 33
2025
Q4 		$1.12M Hold
4,551
– – 0.86% 27
2025
Q3 		$1.1M Sell
4,551
-622
-12% -$143K 0.85% 28
2025
Q2 		$1.12M Sell
5,173
-340
-6% -$68.4K 0.89% 23
2025
Q1 		$1.1M Buy
5,513
+2,581
+88% +$560K 1.1% 14
2024
Q4 		$648K Buy
+2,932
New +$669K 0.63% 31

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

PUREfi Wealth's IWM Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q3 2026, buying an estimated $499K and bringing the position to 6,078 shares worth $1.69M. The position accounts for 0.79% of the portfolio, ranked #34.

PUREfi Wealth first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. 824 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • PUREfi Wealth held 6,078 shares of iShares Russell 2000 ETF worth $1.69M as of Q3 2026.
  • PUREfi Wealth bought 1,700 iShares Russell 2000 ETF shares in Q3 2026, an estimated $499K.
  • iShares Russell 2000 ETF made up 0.79% of PUREfi Wealth's portfolio in Q3 2026, its #34 holding.
  • PUREfi Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.