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Prudent Man Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Prudent Man 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
Q1 		$2.9M Sell
11,712
-4,323
-27% -$1.12M 0.87% 30
2025
Q4 		$3.95M Sell
16,035
-58
-0.4% -$14.3K 1.44% 14
2025
Q3 		$3.89M Sell
16,093
-179
-1% -$41.1K 1.43% 14
2025
Q2 		$3.51M Sell
16,272
-21
-0.1% -$4.23K 1.12% 16
2025
Q1 		$3.25M Sell
16,293
-1,530
-9% -$332K 1.18% 14
2024
Q4 		$3.94M Sell
17,823
-3,634
-17% -$829K 1.43% 11
2024
Q3 		$4.74M Sell
21,457
-365
-2% -$78.1K 1.58% 9
2024
Q2 		$4.43M Buy
21,822
+1,301
+6% +$263K 1.57% 10
2024
Q1 		$4.32M Sell
20,521
-999
-5% -$199K 1.62% 8
2023
Q4 		$4.32M Buy
21,520
+77
+0.4% +$13.8K 1.61% 9
2023
Q3 		$3.79M Sell
21,443
-570
-3% -$107K 1.5% 9
2023
Q2 		$4.12M Buy
22,013
+336
+2% +$59.9K 1.55% 9
2023
Q1 		$3.87M Sell
21,677
-1,384
-6% -$255K 1.51% 10
2022
Q4 		$4.02M Buy
23,061
+889
+4% +$158K 1.63% 7
2022
Q3 		$3.66M Buy
22,172
+1,045
+5% +$191K 1.73% 8
2022
Q2 		$3.58M Buy
21,127
+402
+2% +$74.1K 1.67% 8
2022
Q1 		$4.26M Buy
20,725
+126
+0.6% +$25.7K 1.73% 7
2021
Q4 		$4.58M Buy
20,599
+59
+0.3% +$13.3K 1.74% 8
2021
Q3 		$4.49M Sell
20,540
-211
-1% -$46.8K 1.7% 8
2021
Q2 		$4.76M Buy
20,751
+2,345
+13% +$527K 1.84% 6
2021
Q1 		$4.07M Sell
18,406
-2,407
-12% -$526K 1.71% 6
2020
Q4 		$4.08M Buy
20,813
+212
+1% +$37.1K 1.71% 8
2020
Q3 		$3.09M Buy
20,601
+1,529
+8% +$230K 1.64% 6
2020
Q2 		$2.73M Buy
+19,072
New +$2.5M 2.42% 5

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Prudent Man Advisors's IWM Position: Q1 2026 in Review

Prudent Man Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q1 2026, selling an estimated $1.12M and leaving 11,712 shares worth $2.9M. The position accounts for 0.87% of the portfolio, ranked #30.

Prudent Man Advisors first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.76M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Prudent Man Advisors held 11,712 shares of iShares Russell 2000 ETF worth $2.9M as of Q1 2026.
  • Prudent Man Advisors sold 4,323 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Russell 2000 ETF made up 0.87% of Prudent Man Advisors's portfolio in Q1 2026, its #30 holding.
  • Prudent Man Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's iShares Russell 2000 ETF position peaked at $4.76M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.