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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
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 $1.37T 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

Prelude Capital Management's IWM Position: Q1 2026 in Review

Prelude Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 85% in Q1 2026, buying an estimated $468K and bringing the position to 3,960 shares worth $982K. The position accounts for 0.08% of the portfolio, ranked #318.

Prelude Capital Management first reported a position in IWM in Q4 2013 and has held it in 24 quarters since. The position peaked at $103M in Q1 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Prelude Capital Management held 3,960 shares of iShares Russell 2000 ETF worth $982K as of Q1 2026.
  • Prelude Capital Management bought 1,815 iShares Russell 2000 ETF shares in Q1 2026, an estimated $468K.
  • iShares Russell 2000 ETF made up 0.08% of Prelude Capital Management's portfolio in Q1 2026, its #318 holding.
  • Prelude Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 24 quarters since.
  • Prelude Capital Management's iShares Russell 2000 ETF position peaked at $103M in Q1 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.