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 Q4	–	Sell	-375,000	Closed	-$56.2M	–	395
2020 Q3	$56.2M	Buy	+375,000	New	+$56.4M	1.66%	2
2020 Q2	–	Sell	-952,500	Closed	-$109M	–	398
2020 Q1	$109M	Buy	952,500 +827,500	+662%	+$123M	3.85%	1
2019 Q4	$20.7M	Buy	+125,000	New	+$19.8M	0.59%	58
2019 Q3	–	Sell	-162,500	Closed	-$22.8M	–	429
2019 Q2	$22.8M	Sell	162,500 -215,000	-57%	-$33.1M	0.7%	43
2019 Q1	$57.8M	Sell	377,500 -22,500	-6%	-$3.38M	1.86%	1
2018 Q4	$53.6M	Buy	400,000 +180,000	+82%	+$26.9M	1.96%	1
2018 Q3	$37.1M	Buy	+220,000	New	+$37.1M	1.02%	19
2018 Q1	–	Sell	-200,000	Closed	-$30.5M	–	456
2017 Q4	$30.5M	Buy	+200,000	New	+$30M	1.03%	12

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Palisade Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 4,125 shares — an estimated $1.02M sold.

Palisade Capital Management first reported a position in IWM in Q3 2016 and held it in 21 quarters. The position peaked at $24.6M in Q2 2018. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Palisade Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Palisade Capital Management sold 4,125 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.02M.
Palisade Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 21 quarters.
Palisade Capital Management's iShares Russell 2000 ETF position peaked at $24.6M in Q2 2018.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.