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Prime Capital Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Prime Capital Investment Advisors’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
2022
Q2 		– Sell
-2,000
Closed -$11K – 411
2022
Q1 		$11K Hold
2,000
– – ﹤0.01% 341
2021
Q4 		$11K Buy
+2,000
New +$452K ﹤0.01% 342

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prime Capital Investment Advisors's IWM Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $261K and bringing the position to 28,711 shares worth $8.63M. The position accounts for 0.08% of the portfolio, ranked #172.

Prime Capital Investment Advisors first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.9M in Q2 2019. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Prime Capital Investment Advisors held 28,711 shares of iShares Russell 2000 ETF worth $8.63M as of Q2 2026.
  • Prime Capital Investment Advisors bought 928 iShares Russell 2000 ETF shares in Q2 2026, an estimated $261K.
  • iShares Russell 2000 ETF made up 0.08% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Prime Capital Investment Advisors's iShares Russell 2000 ETF position peaked at $10.9M in Q2 2019.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.