A detailed history of Pur Efi Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 5,173 shares of IWM stock, worth $1.27 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
5,173
Previous 5,513 6.17%
Holding current value
$1.27 Million
Previous $1.1 Billion 1.49%
% of portfolio
0.89%
Previous 1.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$174.82 - $215.79 $59,438 - $73,368
-340 Reduced 6.17%
5,173 $1.12 Billion
Q1 2025

Apr 21, 2025

BUY
$198.1 - $229.79 $511,296 - $593,087
2,581 Added 88.03%
5,513 $1.1 Billion
Q4 2024

Jan 30, 2025

BUY
$216.13 - $242.4 $633,693 - $710,716
2,932 New
2,932 $648 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.