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	$30K	Buy	+21,800	New	+$6.13M	﹤0.01%	1187
2026 Q1	–	Sell	-2,023	Closed	-$264K	–	1402
2025 Q4	$264K	Buy	+2,023	New	+$497K	0.02%	860
2025 Q2	–	Sell	-7,000	Closed	-$1.4M	–	1171
2025 Q1	$1.4M	Sell	7,000 -44,600	-86%	-$9.67M	0.11%	217
2024 Q4	$11.4M	Buy	51,600 +38,800	+303%	+$8.85M	0.71%	13
2024 Q3	$2.83M	Sell	12,800 -23,000	-64%	-$4.92M	0.17%	150
2024 Q2	$7.26M	Sell	35,800 -29,300	-45%	-$5.92M	0.5%	26
2024 Q1	$13.7M	Buy	65,100 +18,500	+40%	+$3.69M	0.72%	12
2023 Q4	$9.35M	Sell	46,600 -31,500	-40%	-$5.64M	0.62%	19
2023 Q3	$13.8M	Buy	78,100 +19,900	+34%	+$3.74M	0.9%	13
2023 Q2	$10.9M	Buy	58,200 +35,700	+159%	+$6.36M	0.71%	15
2023 Q1	$4.01M	Sell	22,500 -43,200	-66%	-$7.95M	0.24%	91
2022 Q4	$11.5M	Buy	+65,700	New	+$11.7M	0.6%	17
2022 Q3	–	Sell	-25,600	Closed	-$4.15M	–	1749
2022 Q2	$4.15M	Sell	25,600 -188,200	-88%	-$34.7M	0.12%	134
2022 Q1	$43.9M	Sell	213,800 -673,200	-76%	-$137M	1.26%	8
2021 Q4	$197M	Buy	887,000 +664,900	+299%	+$150M	5.06%	3
2021 Q3	$48.6M	Buy	222,100 +193,300	+671%	+$42.9M	1.24%	10
2021 Q2	$6.61M	Sell	28,800 -141,800	-83%	-$31.9M	0.2%	68
2021 Q1	$37.7M	Buy	170,600 +116,300	+214%	+$25.4M	0.97%	11
2020 Q4	$10.6M	Buy	+54,300	New	+$9.5M	0.27%	41
2020 Q1	–	Sell	-192,800	Closed	-$30.5M	–	1724
2019 Q4	$30.5M	Buy	+192,800	New	+$30.5M	1.16%	7
2019 Q3	–	Sell	-71,300	Closed	-$11.1M	–	1873
2019 Q2	$11.1M	Buy	71,300 +13,500	+23%	+$2.08M	0.55%	21
2019 Q1	$8.85M	Sell	57,800 -132,200	-70%	-$19.9M	0.5%	28
2018 Q4	$25.4M	Buy	190,000 +104,800	+123%	+$15.6M	1.7%	8
2018 Q3	$14.4M	Buy	85,200 +59,600	+233%	+$10.1M	0.83%	20
2018 Q2	$4.19M	Buy	25,600 +17,400	+212%	+$2.78M	0.27%	57
2018 Q1	$1.25M	Sell	8,200 -79,800	-91%	-$12.3M	0.09%	226
2017 Q4	$13.4M	Buy	88,000 +57,200	+186%	+$8.59M	1.08%	14
2017 Q3	$4.56M	Sell	30,800 -75,000	-71%	-$10.6M	0.41%	45
2017 Q2	$14.9M	Sell	105,800 -88,800	-46%	-$12.3M	1.41%	6
2017 Q1	$26.8M	Buy	194,600 +148,800	+325%	+$20.3M	2.56%	3
2016 Q4	$6.18M	Buy	45,800 +19,300	+73%	+$2.47M	0.75%	17
2016 Q3	$3.29M	Sell	26,500 -80,100	-75%	-$9.74M	0.35%	48
2016 Q2	$12.3M	Sell	106,600 -59,700	-36%	-$6.74M	1.71%	3
2016 Q1	$18.4M	Buy	166,300 +134,400	+421%	+$13.9M	2.57%	2
2015 Q4	$3.59M	Sell	31,900 -37,900	-54%	-$4.37M	0.56%	31
2015 Q3	$7.62M	Sell	69,800 -17,100	-20%	-$2.03M	1.11%	9
2015 Q2	$10.8M	Buy	86,900 +77,900	+866%	+$9.73M	1.52%	2
2015 Q1	$1.12M	Buy	+9,000	New	+$1.08M	0.16%	169
2014 Q4	–	Sell	-65,000	Closed	-$7.11M	–	2021
2014 Q3	$7.11M	Buy	65,000 +11,000	+20%	+$1.26M	1%	4
2014 Q2	$6.42M	Sell	54,000 -145,000	-73%	-$16.5M	0.85%	6
2014 Q1	$23.2M	Buy	199,000 +194,400	+4,226%	+$22.4M	3.1%	1
2013 Q4	$531K	Sell	4,600 -168,400	-97%	-$18.6M	0.09%	331
2013 Q3	$18.4M	Buy	173,000 +142,000	+458%	+$14.7M	2.98%	2
2013 Q2	$3.01M	Buy	+31,000	New	+$2.96M	0.65%	16

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.