Palisade Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Palisade Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Hold	1,711	–	–	0.06%	137
2026 Q1	$610K	Hold	1,711	–	–	0.06%	138
2025 Q4	$639K	Hold	1,711	–	–	0.06%	129
2025 Q3	$625K	Hold	1,711	–	–	0.06%	137
2025 Q2	$581K	Buy	1,711 +51	+3%	+$16K	0.06%	139
2025 Q1	$509K	Hold	1,660	–	–	0.05%	148
2024 Q4	$535K	Hold	1,660	–	–	0.05%	146
2024 Q3	$522K	Hold	1,660	–	–	0.05%	150
2024 Q2	$494K	Hold	1,660	–	–	0.05%	153
2024 Q1	$478K	Hold	1,660	–	–	0.05%	157
2023 Q4	$435K	Sell	1,660 -26	-2%	-$6.37K	0.05%	153
2023 Q3	$396K	Hold	1,686	–	–	0.05%	154
2023 Q2	$411K	Hold	1,686	–	–	0.05%	153
2023 Q1	$380K	Hold	1,686	–	–	0.05%	153
2022 Q4	$355K	Sell	1,686 -19	-1%	-$4.02K	0.04%	161
2022 Q3	$336K	Sell	1,705 -445	-21%	-$97.6K	0.05%	154
2022 Q2	$447K	Hold	2,150	–	–	0.06%	143
2022 Q1	$538K	Sell	2,150 -558	-21%	-$138K	0.06%	138
2021 Q4	$716K	Sell	2,708 -92	-3%	-$23.7K	0.08%	129
2021 Q3	$677K	Sell	2,800 -85	-3%	-$21.1K	0.08%	125
2021 Q2	$698K	Sell	2,885 -465	-14%	-$110K	0.08%	120
2021 Q1	$750K	Hold	3,350	–	–	0.1%	117
2020 Q4	$710K	Sell	3,350 -80	-2%	-$16K	0.1%	116
2020 Q3	$642K	Hold	3,430	–	–	0.1%	117
2020 Q2	$589K	Sell	3,430 -37	-1%	-$5.99K	0.09%	119
2020 Q1	$491K	Hold	3,467	–	–	0.09%	121
2019 Q4	$619K	Sell	3,467 -30	-0.9%	-$5.12K	0.09%	125
2019 Q3	$575K	Sell	3,497 -18	-0.5%	-$2.95K	0.09%	125
2019 Q2	$572K	Sell	3,515 -25	-0.7%	-$4K	0.09%	121
2019 Q1	$557K	Sell	3,540 -23	-0.6%	-$3.48K	0.09%	126
2018 Q4	$494K	Sell	3,563 -18	-0.5%	-$2.69K	0.07%	117
2018 Q3	$579K	Sell	3,581 -197	-5%	-$31.3K	0.08%	118
2018 Q2	$574K	Sell	3,778 -2	-0.1%	-$301	0.08%	119
2018 Q1	$555K	Sell	3,780 -160	-4%	-$24.3K	0.08%	119
2017 Q4	$586K	Buy	+3,940	New	+$571K	0.09%	116

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Palisade Asset Management's IWB Position: Q2 2026 in Review

Palisade Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,711 shares worth $701K. The position accounts for 0.06% of the portfolio, ranked #137.

Palisade Asset Management first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $750K in Q1 2021. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Palisade Asset Management held 1,711 shares of iShares Russell 1000 ETF worth $701K as of Q2 2026.
Palisade Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Palisade Asset Management's portfolio in Q2 2026, its #137 holding.
Palisade Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Palisade Asset Management's iShares Russell 1000 ETF position peaked at $750K in Q1 2021.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.