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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
2025
Q1 		– Sell
-1,500
Closed -$331K – 1369
2024
Q4 		$331K Sell
1,500
-10,000
-87% -$2.28M 0.02% 758
2024
Q3 		$2.54M Buy
11,500
+3,000
+35% +$642K 0.15% 170
2024
Q2 		$1.72M Sell
8,500
-39,500
-82% -$7.98M 0.12% 218
2024
Q1 		$10.1M Buy
48,000
+39,000
+433% +$7.78M 0.53% 17
2023
Q4 		$1.81M Sell
9,000
-21,800
-71% -$3.91M 0.12% 191
2023
Q3 		$5.44M Buy
30,800
+26,000
+542% +$4.88M 0.35% 43
2023
Q2 		$899K Buy
+4,800
New +$856K 0.06% 327
2022
Q1 		– Sell
-390,000
Closed -$86.8M – 2021
2021
Q4 		$86.8M Buy
+390,000
New +$88.1M 2.22% 6
2021
Q2 		– Sell
-104,000
Closed -$23M – 1806
2021
Q1 		$23M Sell
104,000
-48,900
-32% -$10.7M 0.59% 16
2020
Q4 		$30M Buy
+152,900
New +$26.8M 0.76% 13
2020
Q3 		– Sell
-293,600
Closed -$42M – 2084
2020
Q2 		$42M Buy
293,600
+292,100
+19,473% +$38.3M 2.31% 5
2020
Q1 		$172K Sell
1,500
-68,700
-98% -$10.2M 0.01% 481
2019
Q4 		$11.6M Buy
70,200
+68,500
+4,029% +$10.8M 0.44% 20
2019
Q3 		$257K Sell
1,700
-7,300
-81% -$1.11M 0.01% 696
2019
Q2 		$1.4M Buy
9,000
+8,100
+900% +$1.25M 0.07% 267
2019
Q1 		$138K Sell
900
-220,900
-100% -$33.2M 0.01% 833
2018
Q4 		$29.7M Buy
+221,800
New +$33.1M 1.99% 7
2017
Q4 		– Sell
-7,500
Closed -$1.11M – 1519
2017
Q3 		$1.11M Buy
+7,500
New +$1.06M 0.1% 222
2016
Q2 		– Sell
-1,000
Closed -$111K – 1647
2016
Q1 		$111K Sell
1,000
-29,200
-97% -$3.02M 0.02% 725
2015
Q4 		$3.4M Buy
+30,200
New +$3.48M 0.53% 33
2015
Q1 		– Sell
-30,000
Closed -$3.59M – 2040
2014
Q4 		$3.59M Buy
+30,000
New +$3.43M 0.53% 26
2014
Q2 		– Sell
-3,500
Closed -$407K – 2046
2014
Q1 		$407K Buy
+3,500
New +$404K 0.05% 478

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.