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Purpose Unlimited Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Purpose Unlimited Inc’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
Q1 		$4.89M Buy
19,700
+1,116
+6% +$288K 0.2% 77
2025
Q4 		$4.57M Buy
+18,584
New +$4.57M 0.21% 73

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Purpose Unlimited Inc's IWM Position: Q1 2026 in Review

Purpose Unlimited Inc increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, buying an estimated $288K and bringing the position to 19,700 shares worth $4.89M. The position accounts for 0.2% of the portfolio, ranked #77.

Purpose Unlimited Inc first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Purpose Unlimited Inc held 19,700 shares of iShares Russell 2000 ETF worth $4.89M as of Q1 2026.
  • Purpose Unlimited Inc bought 1,116 iShares Russell 2000 ETF shares in Q1 2026, an estimated $288K.
  • iShares Russell 2000 ETF made up 0.2% of Purpose Unlimited Inc's portfolio in Q1 2026, its #77 holding.
  • Purpose Unlimited Inc first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.