Prescott Group Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Prescott Group 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	-9,870	Closed	-$2.43M	–	279
2025 Q4	$2.43M	Buy	+9,870	New	+$2.43M	0.23%	123
2024 Q4	–	Sell	-100,000	Closed	-$22.1M	–	252
2024 Q3	$22.1M	Sell	100,000 -50,000	-33%	-$10.7M	3.21%	3
2024 Q2	$30.4M	Buy	+150,000	New	+$30.3M	4.76%	2
2024 Q1	–	Sell	-150,000	Closed	-$30.1M	–	210
2023 Q4	$30.1M	Buy	+150,000	New	+$26.9M	5.27%	3
2023 Q1	–	Sell	-7,565	Closed	-$1.32M	–	183
2022 Q4	$1.32M	Buy	7,565 +1,250	+20%	+$222K	0.29%	88
2022 Q3	$1.04M	Buy	6,315 +3,715	+143%	+$678K	0.32%	75
2022 Q2	$440K	Buy	+2,600	New	+$479K	0.12%	125
2021 Q1	–	Sell	-100,000	Closed	-$19.6M	–	138
2020 Q4	$19.6M	Buy	+100,000	New	+$17.5M	5.67%	3

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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

Prescott Group Capital Management's IWM Position: Q1 2026 in Review

Prescott Group Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 9,870 shares — an estimated $2.43M sold.

Prescott Group Capital Management first reported a position in IWM in Q4 2020 and held it in 8 quarters. The position peaked at $30.4M in Q2 2024. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Prescott Group Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Prescott Group Capital Management sold 9,870 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.43M.
Prescott Group Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 8 quarters.
Prescott Group Capital Management's iShares Russell 2000 ETF position peaked at $30.4M in Q2 2024.
2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Prescott Group Capital Management's 13F filing for Q1 2026, filed 7 May 2026.