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Palacios Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Palacios Wealth 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 		$200K Buy
+720
New +$186K 0.13% 73
2025
Q4 		– Sell
-1,051
Closed -$254K – 74
2025
Q3 		$254K Sell
1,051
-162
-13% -$37.2K 0.17% 63
2025
Q2 		$262K Buy
+1,213
New +$244K 0.22% 60
2025
Q1 		– Sell
-897
Closed -$202K – 67
2024
Q4 		$202K Buy
+897
New +$205K 0.22% 59

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

Palacios Wealth Management's IWM Position: Q1 2026 in Review

Palacios Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 720 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings. This is a return to the name: Palacios Wealth Management previously reported a position in IWM as recently as Q3 2025.

Palacios Wealth Management first reported a position in IWM in Q4 2024 and has held it in 4 quarters since. The position peaked at $262K in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Palacios Wealth Management held 720 shares of iShares Russell 2000 ETF worth $200K as of Q1 2026.
  • iShares Russell 2000 ETF was a new Palacios Wealth Management position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.13% of Palacios Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Palacios Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
  • Palacios Wealth Management's iShares Russell 2000 ETF position peaked at $262K in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.