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	–	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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.