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Prelude Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Prelude Capital Management’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
Q2 		– Sell
-3,960
Closed -$1.11M – 1391
2026
Q1 		$982K Buy
3,960
+1,815
+85% +$468K 0.08% 318
2025
Q4 		$528K Sell
2,145
-9,774
-82% -$2.4M 0.04% 509
2025
Q3 		$2.88M Sell
11,919
-3,479
-23% -$798K 0.23% 94
2025
Q2 		$3.32M Buy
15,398
+6,679
+77% +$1.34M 0.32% 62
2025
Q1 		$1.74M Sell
8,719
-5,881
-40% -$1.28M 0.13% 173
2024
Q4 		$3.23M Sell
14,600
-5,596
-28% -$1.28M 0.2% 101
2024
Q3 		$4.46M Buy
20,196
+13,585
+205% +$2.91M 0.27% 76
2024
Q2 		$1.34M Sell
6,611
-9,625
-59% -$1.95M 0.09% 260
2024
Q1 		$3.41M Sell
16,236
-8,948
-36% -$1.78M 0.18% 117
2023
Q4 		$5.05M Buy
25,184
+19,979
+384% +$3.58M 0.33% 52
2023
Q3 		$920K Sell
5,205
-205,674
-98% -$38.6M 0.06% 321
2023
Q2 		$39.5M Sell
210,879
-366,619
-63% -$65.4M 2.57% 3
2023
Q1 		$103M Buy
577,498
+12,081
+2% +$2.22M 6.17% 1
2022
Q4 		$98.6M Buy
565,417
+63,636
+13% +$11.3M 5.12% 2
2022
Q3 		$82.8M Sell
501,781
-31,209
-6% -$5.69M 2.97% 3
2022
Q2 		$90.3M Buy
532,990
+85,425
+19% +$15.7M 2.57% 3
2022
Q1 		$91.9M Buy
447,565
+109,119
+32% +$22.3M 2.64% 4
2021
Q4 		$75.3M Sell
338,446
-29,350
-8% -$6.63M 1.93% 7
2021
Q3 		$80.5M Buy
+367,796
New +$81.5M 2.06% 7
2021
Q2 		– Sell
-4,615
Closed -$1.04M – 1807
2021
Q1 		$1.02M Sell
4,615
-155,411
-97% -$33.9M 0.03% 596
2020
Q4 		$31.4M Buy
+160,026
New +$28M 0.8% 12
2019
Q3 		– Sell
-25,703
Closed -$3.92M – 1872
2019
Q2 		$4M Buy
+25,703
New +$3.96M 0.2% 80
2014
Q2 		– Sell
-1,000
Closed -$114K – 2047
2014
Q1 		$116K Buy
1,000
+600
+150% +$69.2K 0.02% 974
2013
Q4 		$46K Buy
+400
New +$44.2K 0.01% 1060

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prelude Capital Management's IWM Position: Q2 2026 in Review

Prelude Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,960 shares — an estimated $1.11M sold.

Prelude Capital Management first reported a position in IWM in Q4 2013 and held it in 24 quarters. The position peaked at $103M in Q1 2023. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Prelude Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Prelude Capital Management sold 3,960 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.11M.
  • Prelude Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 24 quarters.
  • Prelude Capital Management's iShares Russell 2000 ETF position peaked at $103M in Q1 2023.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.