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

Palisade Capital 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	$1.02M	Sell	4,125 -47,279	-92%	-$12.2M	0.03%	237
2025 Q4	$12.7M	Buy	+51,404	New	+$12.6M	0.38%	90
2025 Q2	–	Sell	-7,595	Closed	-$1.52M	–	370
2025 Q1	$1.52M	Sell	7,595 -20,933	-73%	-$4.54M	0.04%	255
2024 Q4	$6.3M	Buy	+28,528	New	+$6.5M	0.17%	150
2024 Q1	–	Sell	-119,870	Closed	-$24.1M	–	367
2023 Q4	$24.1M	Buy	+119,870	New	+$21.5M	0.64%	59
2023 Q1	–	Sell	-98,072	Closed	-$17.1M	–	387
2022 Q4	$17.1M	Buy	+98,072	New	+$17.4M	0.46%	73
2022 Q1	–	Sell	-57,831	Closed	-$12.9M	–	428
2021 Q4	$12.9M	Buy	57,831 +5,743	+11%	+$1.3M	0.26%	117
2021 Q3	$11.4M	Buy	52,088 +11,308	+28%	+$2.51M	0.25%	115
2021 Q2	$9.35M	Sell	40,780 -550	-1%	-$124K	0.21%	138
2021 Q1	$9.13M	Buy	41,330 +32,503	+368%	+$7.1M	0.21%	137
2020 Q4	$1.73M	Buy	+8,827	New	+$1.54M	0.04%	291
2020 Q2	–	Sell	-8,520	Closed	-$1.12M	–	23
2020 Q1	$975K	Sell	8,520 -8,435	-50%	-$1.26M	0.03%	321
2019 Q4	$2.81M	Buy	16,955 +14,455	+578%	+$2.28M	0.08%	268
2019 Q3	$378K	Buy	+2,500	New	+$382K	0.01%	374
2019 Q2	–	Sell	-4,166	Closed	-$642K	–	423
2019 Q1	$638K	Sell	4,166 -35,853	-90%	-$5.39M	0.02%	358
2018 Q4	$5.36M	Buy	+40,019	New	+$5.97M	0.2%	158
2018 Q3	–	Sell	-150,000	Closed	-$25.3M	–	469
2018 Q2	$24.6M	Sell	150,000 -15,000	-9%	-$2.4M	0.71%	37
2018 Q1	$903K	Buy	+165,000	New	+$25.5M	0.03%	348
2017 Q2	–	Sell	-12,250	Closed	-$1.68M	–	443
2017 Q1	$1.68M	Buy	12,250 +5,250	+75%	+$717K	0.06%	281
2016 Q4	$944K	Sell	7,000 -750	-10%	-$95.8K	0.04%	334
2016 Q3	$963K	Buy	+7,750	New	+$942K	0.03%	416

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Palisade Capital Management's IWM Position: Q1 2026 in Review

Palisade Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 92% in Q1 2026, selling an estimated $12.2M and leaving 4,125 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #237.

Palisade Capital Management first reported a position in IWM in Q3 2016 and has held it in 21 quarters since. The position peaked at $24.6M in Q2 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Palisade Capital Management held 4,125 shares of iShares Russell 2000 ETF worth $1.02M as of Q1 2026.
Palisade Capital Management sold 47,279 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.2M.
iShares Russell 2000 ETF made up 0.03% of Palisade Capital Management's portfolio in Q1 2026, its #237 holding.
Palisade Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 21 quarters since.
Palisade Capital Management's iShares Russell 2000 ETF position peaked at $24.6M in Q2 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.