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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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. 2,731 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.
2,731 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.