Palisade Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Palisade Asset 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 Q2	$9.9M	Sell	32,954 -20	-0.1%	-$5.62K	0.91%	37
2026 Q1	$8.18M	Sell	32,974 -41	-0.1%	-$10.6K	0.82%	41
2025 Q4	$8.13M	Buy	33,015 +24	+0.1%	+$5.9K	0.79%	39
2025 Q3	$7.98M	Sell	32,991 -332	-1%	-$76.2K	0.74%	42
2025 Q2	$7.19M	Sell	33,323 -255	-0.8%	-$51.3K	0.72%	41
2025 Q1	$6.7M	Sell	33,578 -511	-1%	-$111K	0.69%	43
2024 Q4	$7.53M	Sell	34,089 -91	-0.3%	-$20.7K	0.76%	41
2024 Q3	$7.55M	Sell	34,180 -88	-0.3%	-$18.8K	0.74%	41
2024 Q2	$6.95M	Sell	34,268 -4,273	-11%	-$864K	0.72%	43
2024 Q1	$8.11M	Sell	38,541 -6	-0%	-$1.2K	0.79%	40
2023 Q4	$7.74M	Sell	38,547 -156	-0.4%	-$27.9K	0.85%	40
2023 Q3	$6.84M	Sell	38,703 -199	-0.5%	-$37.4K	0.83%	40
2023 Q2	$7.29M	Sell	38,902 -49	-0.1%	-$8.74K	0.84%	40
2023 Q1	$6.95M	Sell	38,951 -126	-0.3%	-$23.2K	0.85%	41
2022 Q4	$6.81M	Sell	39,077 -30	-0.1%	-$5.33K	0.78%	43
2022 Q3	$6.45M	Sell	39,107 -701	-2%	-$128K	0.88%	43
2022 Q2	$6.74M	Sell	39,808 -113	-0.3%	-$20.8K	0.87%	44
2022 Q1	$8.2M	Sell	39,921 -10	-0%	-$2.04K	0.94%	37
2021 Q4	$8.88M	Buy	39,931 +861	+2%	+$195K	0.99%	33
2021 Q3	$8.55M	Sell	39,070 -354	-0.9%	-$78.5K	1.04%	34
2021 Q2	$9.04M	Sell	39,424 -256	-0.6%	-$57.6K	1.06%	29
2021 Q1	$8.77M	Sell	39,680 -492	-1%	-$107K	1.13%	30
2020 Q4	$7.88M	Sell	40,172 -1,479	-4%	-$259K	1.07%	30
2020 Q3	$6.24M	Sell	41,651 -1,207	-3%	-$182K	0.94%	35
2020 Q2	$6.14M	Sell	42,858 -504	-1%	-$66.1K	0.98%	36
2020 Q1	$4.96M	Sell	43,362 -1,035	-2%	-$154K	0.9%	42
2019 Q4	$7.36M	Sell	44,397 -1,060	-2%	-$168K	1.08%	37
2019 Q3	$6.88M	Sell	45,457 -675	-1%	-$103K	1.05%	38
2019 Q2	$7.17M	Sell	46,132 -948	-2%	-$146K	1.11%	35
2019 Q1	$7.21M	Sell	47,080 -5,273	-10%	-$792K	1.14%	34
2018 Q4	$7.01M	Buy	52,353 +1,087	+2%	+$162K	1.03%	39
2018 Q3	$8.64M	Sell	51,266 -84	-0.2%	-$14.2K	1.14%	37
2018 Q2	$8.41M	Buy	51,350 +27	+0.1%	+$4.32K	1.22%	37
2018 Q1	$7.79M	Sell	51,323 -20	-0%	-$3.09K	1.18%	38
2017 Q4	$7.83M	Buy	+51,343	New	+$7.71M	1.24%	34

Other funds holding IWM

MRC

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Palisade Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, selling an estimated $5.62K and leaving 32,954 shares worth $9.9M. The position accounts for 0.91% of the portfolio, ranked #37.

Palisade Asset Management first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Palisade Asset Management held 32,954 shares of iShares Russell 2000 ETF worth $9.9M as of Q2 2026.
Palisade Asset Management sold 20 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62K.
iShares Russell 2000 ETF made up 0.91% of Palisade Asset Management's portfolio in Q2 2026, its #37 holding.
Palisade Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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