PCM
IWO icon

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
2019
Q2 		– Sell
-2,800
Closed -$551K – 1894
2019
Q1 		$551K Buy
+2,800
New +$533K 0.03% 475

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Prelude Capital Management's IWO Position: Q1 2026 in Review

Prelude Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2026: 1,190 shares worth $373K. The stake represents 0.03% of the portfolio and ranks #623 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in IWO as recently as Q3 2024.

Prelude Capital Management first reported a position in IWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $867K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Prelude Capital Management held 1,190 shares of iShares Russell 2000 Growth ETF worth $373K as of Q1 2026.
  • iShares Russell 2000 Growth ETF was a new Prelude Capital Management position in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #623 holding.
  • Prelude Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Prelude Capital Management's iShares Russell 2000 Growth ETF position peaked at $867K in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.