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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$760K	Hold	1,928	–	–	0.07%	132
2026 Q1	$605K	Buy	1,928 +6	+0.3%	+$2K	0.06%	139
2025 Q4	$621K	Hold	1,922	–	–	0.06%	133
2025 Q3	$615K	Hold	1,922	–	–	0.06%	138
2025 Q2	$549K	Hold	1,922	–	–	0.05%	144
2025 Q1	$491K	Hold	1,922	–	–	0.05%	153
2024 Q4	$553K	Hold	1,922	–	–	0.06%	142
2024 Q3	$546K	Hold	1,922	–	–	0.05%	148
2024 Q2	$505K	Hold	1,922	–	–	0.05%	150
2024 Q1	$520K	Hold	1,922	–	–	0.05%	152
2023 Q4	$485K	Hold	1,922	–	–	0.05%	149
2023 Q3	$431K	Hold	1,922	–	–	0.05%	148
2023 Q2	$466K	Hold	1,922	–	–	0.05%	145
2023 Q1	$436K	Sell	1,922 -51	-3%	-$11.7K	0.05%	146
2022 Q4	$423K	Sell	1,973 -1	-0.1%	-$219	0.05%	153
2022 Q3	$408K	Hold	1,974	–	–	0.06%	144
2022 Q2	$407K	Hold	1,974	–	–	0.05%	148
2022 Q1	$505K	Hold	1,974	–	–	0.06%	144
2021 Q4	$579K	Hold	1,974	–	–	0.06%	141
2021 Q3	$580K	Hold	1,974	–	–	0.07%	136
2021 Q2	$615K	Sell	1,974 -20	-1%	-$6.02K	0.07%	132
2021 Q1	$600K	Hold	1,994	–	–	0.08%	130
2020 Q4	$572K	Hold	1,994	–	–	0.08%	130
2020 Q3	$442K	Hold	1,994	–	–	0.07%	136
2020 Q2	$413K	Hold	1,994	–	–	0.07%	135
2020 Q1	$315K	Sell	1,994 -74	-4%	-$14.7K	0.06%	143
2019 Q4	$443K	Hold	2,068	–	–	0.06%	140
2019 Q3	$399K	Hold	2,068	–	–	0.06%	136
2019 Q2	$415K	Hold	2,068	–	–	0.06%	139
2019 Q1	$407K	Hold	2,068	–	–	0.06%	142
2018 Q4	$347K	Hold	2,068	–	–	0.05%	132
2018 Q3	$445K	Sell	2,068 -80	-4%	-$17.1K	0.06%	128
2018 Q2	$439K	Sell	2,148 -1,030	-32%	-$206K	0.06%	126
2018 Q1	$606K	Sell	3,178 -40	-1%	-$7.68K	0.09%	116
2017 Q4	$601K	Buy	+3,218	New	+$587K	0.1%	113

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Palisade Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,928 shares worth $760K. The position accounts for 0.07% of the portfolio, ranked #132.

Palisade Asset Management first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. 304 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Palisade Asset Management held 1,928 shares of iShares Russell 2000 Growth ETF worth $760K as of Q2 2026.
Palisade Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Palisade Asset Management's portfolio in Q2 2026, its #132 holding.
Palisade Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
304 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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