K2 Principal Fund’s iShares Russell 2000 ETF IWM Stock Holding History

K2 Principal Fund’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
2024 Q1	–	Sell	-5,000	Closed	-$1M	–	265
2023 Q4	$1M	Buy	+5,000	New	+$896K	0.13%	123
2019 Q1	–	Sell	-50,000	Closed	-$6.7M	–	308
2018 Q4	$6.7M	Buy	+50,000	New	+$7.46M	1.02%	18
2016 Q4	–	Sell	-33,000	Closed	-$4.1M	–	310
2016 Q3	$4.1M	Buy	+33,000	New	+$4.01M	0.46%	63

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

K2 Principal Fund's IWM Position: Q1 2026 in Review

K2 Principal Fund opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 7,635 shares worth $1.89M. The stake represents 0.13% of the portfolio and ranks #194 among its holdings. This is a return to the name: K2 Principal Fund previously reported a position in IWM as recently as Q3 2022.

K2 Principal Fund first reported a position in IWM in Q1 2017 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

K2 Principal Fund held 7,635 shares of iShares Russell 2000 ETF worth $1.89M as of Q1 2026.
iShares Russell 2000 ETF was a new K2 Principal Fund position in Q1 2026.
iShares Russell 2000 ETF made up 0.13% of K2 Principal Fund's portfolio in Q1 2026, its #194 holding.
K2 Principal Fund first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 3 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.