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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Hold	1,148	–	–	0.02%	190
2026 Q1	$218K	Sell	1,148 -36	-3%	-$6.97K	0.02%	187
2025 Q4	$215K	Hold	1,184	–	–	0.02%	190
2025 Q3	$209K	Buy	+1,184	New	+$200K	0.02%	189
2024 Q4	–	Sell	-1,784	Closed	-$298K	–	196
2024 Q3	$298K	Hold	1,784	–	–	0.03%	175
2024 Q2	$272K	Hold	1,784	–	–	0.03%	179
2024 Q1	$283K	Hold	1,784	–	–	0.03%	179
2023 Q4	$277K	Sell	1,784 -300	-14%	-$41.6K	0.03%	181
2023 Q3	$282K	Hold	2,084	–	–	0.03%	166
2023 Q2	$293K	Hold	2,084	–	–	0.03%	166
2023 Q1	$286K	Sell	2,084 -54	-3%	-$7.83K	0.04%	163
2022 Q4	$296K	Sell	2,138 -3	-0.1%	-$424	0.03%	165
2022 Q3	$276K	Hold	2,141	–	–	0.04%	162
2022 Q2	$291K	Hold	2,141	–	–	0.04%	161
2022 Q1	$346K	Hold	2,141	–	–	0.04%	162
2021 Q4	$356K	Hold	2,141	–	–	0.04%	161
2021 Q3	$343K	Hold	2,141	–	–	0.04%	161
2021 Q2	$355K	Hold	2,141	–	–	0.04%	158
2021 Q1	$341K	Hold	2,141	–	–	0.04%	157
2020 Q4	$282K	Hold	2,141	–	–	0.04%	164
2020 Q3	$213K	Hold	2,141	–	–	0.03%	163
2020 Q2	$209K	Buy	+2,141	New	+$195K	0.03%	163
2020 Q1	–	Sell	-2,141	Closed	-$275K	–	170
2019 Q4	$275K	Hold	2,141	–	–	0.04%	163
2019 Q3	$256K	Hold	2,141	–	–	0.04%	158
2019 Q2	$258K	Hold	2,141	–	–	0.04%	163
2019 Q1	$257K	Hold	2,141	–	–	0.04%	166
2018 Q4	$230K	Hold	2,141	–	–	0.03%	152
2018 Q3	$285K	Hold	2,141	–	–	0.04%	154
2018 Q2	$282K	Hold	2,141	–	–	0.04%	149
2018 Q1	$261K	Hold	2,141	–	–	0.04%	153
2017 Q4	$269K	Buy	+2,141	New	+$268K	0.04%	152

Other funds holding IWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JIC

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Palisade Asset Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,148 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #190.

Palisade Asset Management first reported a position in IWN in Q4 2017 and has held it in 31 quarters since. The position peaked at $356K in Q4 2021. 318 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Palisade Asset Management held 1,148 shares of iShares Russell 2000 Value ETF worth $254K as of Q2 2026.
Palisade Asset Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Palisade Asset Management's portfolio in Q2 2026, its #190 holding.
Palisade Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 31 quarters since.
Palisade Asset Management's iShares Russell 2000 Value ETF position peaked at $356K in Q4 2021.
318 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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