PUREfi Wealth, LLC IWM Holdings History

Number of Shares
5,513.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
1.1%
Total Estimate Gain
$-3,159.67
% of Total Estimate Gain
-0.26%

PUREfi Wealth, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, PUREfi Wealth, LLC held 5,513.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.10 Mil. This investment constitutes 1.1% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2024Q4. And since then PUREfi Wealth, LLC has made 1 purchases of IWM, at an average price of $222.90, for a total of 5,513.00 shares. Based on historical transaction data and IWM's current price of $222.33, PUREfi Wealth, LLC's estimated gain on his IWM holdings is $-3,159.67, reflecting a -0.26% gain to date.

PUREfi Wealth, LLC IWM ($222.33) Holding Chart

PUREfi Wealth, LLC IWM ($222.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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