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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
2026
Q1 		$21.1M Buy
+85,000
New +$21.9M 1.47% 5
2024
Q1 		– Sell
-38,000
Closed -$7.63M – 266
2023
Q4 		$7.63M Buy
+38,000
New +$6.81M 0.97% 30
2023
Q3 		– Sell
-100,000
Closed -$18.7M – 247
2023
Q2 		$18.7M Buy
100,000
+75,000
+300% +$13.4M 4.28% 1
2023
Q1 		$4.46M Buy
+25,000
New +$4.6M 0.61% 46
2022
Q4 		– Sell
-65,200
Closed -$10.8M – 288
2022
Q3 		$10.8M Buy
65,200
+25,200
+63% +$4.6M 1.23% 23
2022
Q2 		$6.77M Buy
+40,000
New +$7.37M 0.75% 41
2022
Q1 		– Sell
-88,000
Closed -$19.6M – 330
2021
Q4 		$19.6M Buy
88,000
+63,000
+252% +$14.2M 1.3% 12
2021
Q3 		$5.47M Sell
25,000
-35,000
-58% -$7.76M 0.44% 67
2021
Q2 		$13.8M Buy
+60,000
New +$13.5M 1.14% 10
2020
Q3 		– Sell
-15,000
Closed -$2.15M – 258
2020
Q2 		$2.15M Buy
+15,000
New +$1.97M 0.34% 90
2018
Q1 		– Sell
-27,000
Closed -$4.12M – 341
2017
Q4 		$4.12M Buy
+27,000
New +$4.06M 0.3% 93
2017
Q2 		– Sell
-125,000
Closed -$17.2M – 370
2017
Q1 		$17.2M Sell
125,000
-55,000
-31% -$7.51M 1.43% 12
2016
Q4 		$24.3M Buy
180,000
+122,500
+213% +$15.7M 2.29% 5
2016
Q3 		$7.14M Buy
+57,500
New +$6.99M 0.8% 33
2015
Q3 		– Sell
-15,000
Closed -$1.87M – 178
2015
Q2 		$1.87M Buy
+15,000
New +$1.87M 0.34% 72
2015
Q1 		– Sell
-17,500
Closed -$2.09M – 176
2014
Q4 		$2.09M Buy
+17,500
New +$2M 0.49% 49

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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

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.