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 $1.37T 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.