Prelude Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Prelude Capital Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	780 -410	-34%	-$150K	0.02%	767
2026 Q1	$373K	Buy	+1,190	New	+$396K	0.03%	623
2024 Q4	–	Sell	-1,440	Closed	-$409K	–	1372
2024 Q3	$409K	Buy	+1,440	New	+$394K	0.02%	710
2024 Q2	–	Sell	-3,200	Closed	-$867K	–	1361
2024 Q1	$867K	Hold	3,200	–	–	0.05%	434
2023 Q4	$807K	Buy	+3,200	New	+$721K	0.05%	348

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Prelude Capital Management's IWO Position: Q2 2026 in Review

Prelude Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 34% in Q2 2026, selling an estimated $150K and leaving 780 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #767.

Prelude Capital Management first reported a position in IWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $867K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Prelude Capital Management held 780 shares of iShares Russell 2000 Growth ETF worth $307K as of Q2 2026.
Prelude Capital Management sold 410 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $150K.
iShares Russell 2000 Growth ETF made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #767 holding.
Prelude Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
Prelude Capital Management's iShares Russell 2000 Growth ETF position peaked at $867K in Q1 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.