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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
2020
Q2 		– Sell
-125,000
Closed -$14.3M – 397
2020
Q1 		$14.3M Buy
+125,000
New +$18.6M 0.51% 62
2019
Q2 		– Sell
-200,000
Closed -$30.6M – 422
2019
Q1 		$30.6M Buy
+200,000
New +$30.1M 0.98% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
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.