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

Prosperity Capital 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
2026
Q2 		$649K Sell
2,161
-2,016
-48% -$567K 0.03% 248
2026
Q1 		$1.04M Sell
4,177
-1,482
-26% -$382K 0.06% 186
2025
Q4 		$1.39M Buy
5,659
+3,941
+229% +$969K 0.08% 145
2025
Q3 		$416K Buy
1,718
+334
+24% +$76.6K 0.02% 306
2025
Q2 		$299K Buy
+1,384
New +$279K 0.02% 322
2025
Q1 		– Sell
-8,481
Closed -$1.87M – 359
2024
Q4 		$1.87M Buy
8,481
+3,955
+87% +$902K 0.15% 105
2024
Q3 		$1,000K Buy
4,526
+875
+24% +$187K 0.09% 154
2024
Q2 		$741K Buy
3,651
+74
+2% +$15K 0.08% 156
2024
Q1 		$752K Buy
+3,577
New +$714K 0.09% 169

Other funds holding IWM

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Prosperity Capital Advisors's IWM Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 48% in Q2 2026, selling an estimated $567K and leaving 2,161 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #248.

Prosperity Capital Advisors first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Prosperity Capital Advisors held 2,161 shares of iShares Russell 2000 ETF worth $649K as of Q2 2026.
  • Prosperity Capital Advisors sold 2,016 iShares Russell 2000 ETF shares in Q2 2026, an estimated $567K.
  • iShares Russell 2000 ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #248 holding.
  • Prosperity Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
  • Prosperity Capital Advisors's iShares Russell 2000 ETF position peaked at $1.87M in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.