Palisades Hudson Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Palisades Hudson Asset 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	$958K	Hold	3,862	–	–	0.37%	35
2025 Q4	$951K	Buy	3,862 +1	+0%	+$246	0.37%	37
2025 Q3	$934K	Buy	3,861 +1	+0%	+$229	0.34%	37
2025 Q2	$833K	Buy	3,860 +1	+0%	+$201	0.33%	38
2025 Q1	$770K	Buy	3,859 +1	+0%	+$217	0.35%	38
2024 Q4	$853K	Sell	3,858 -50	-1%	-$11.4K	0.36%	37
2024 Q3	$863K	Buy	3,908 +1	+0%	+$214	0.36%	36
2024 Q2	$793K	Buy	3,907 +1	+0%	+$202	0.36%	36
2024 Q1	$821K	Buy	3,906 +1	+0%	+$199	0.37%	36
2023 Q4	$784K	Buy	3,905 +3	+0.1%	+$537	0.38%	37
2023 Q3	$690K	Hold	3,902	–	–	0.38%	34
2023 Q2	$731K	Sell	3,902 -17	-0.4%	-$3.03K	0.38%	36
2023 Q1	$699K	Sell	3,919 -2	-0.1%	-$368	0.37%	35
2022 Q4	$684K	Sell	3,921 -3	-0.1%	-$534	0.38%	32
2022 Q3	$647K	Sell	3,924 -17	-0.4%	-$3.1K	0.39%	32
2022 Q2	$667K	Buy	3,941 +2	+0.1%	+$369	0.37%	34
2022 Q1	$809K	Hold	3,939	–	–	0.38%	33
2021 Q4	$876K	Buy	3,939 +421	+12%	+$95.1K	0.37%	35
2021 Q3	$770K	Hold	3,518	–	–	0.35%	35
2021 Q2	$807K	Sell	3,518 -48	-1%	-$10.8K	0.36%	33
2021 Q1	$788K	Sell	3,566 -12	-0.3%	-$2.62K	0.38%	30
2020 Q4	$701K	Buy	3,578 +2	+0.1%	+$350	0.36%	34
2020 Q3	$536K	Buy	3,576 +1	+0%	+$150	0.35%	42
2020 Q2	$512K	Sell	3,575 -21	-0.6%	-$2.76K	0.35%	38
2020 Q1	$412K	Buy	3,596 +24	+0.7%	+$3.58K	0.35%	39
2019 Q4	$592K	Buy	3,572 +4	+0.1%	+$632	0.38%	35
2019 Q3	$540K	Sell	3,568 -29	-0.8%	-$4.43K	0.38%	35
2019 Q2	$559K	Sell	3,597 -14	-0.4%	-$2.16K	0.39%	34
2019 Q1	$553K	Buy	3,611 +2	+0.1%	+$301	0.36%	32
2018 Q4	$483K	Sell	3,609 -132	-4%	-$19.7K	0.28%	41
2018 Q3	$631K	Buy	3,741 +1	+0%	+$169	0.33%	34
2018 Q2	$612K	Buy	3,740 +58	+2%	+$9.28K	0.33%	32
2018 Q1	$559K	Buy	3,682 +1	+0%	+$154	0.3%	36
2017 Q4	$561K	Buy	3,681 +23	+0.6%	+$3.46K	0.31%	35
2017 Q3	$542K	Buy	3,658 +15	+0.4%	+$2.11K	0.31%	37
2017 Q2	$513K	Hold	3,643	–	–	0.3%	35
2017 Q1	$501K	Buy	3,643 +10	+0.3%	+$1.37K	0.32%	34
2016 Q4	$490K	Buy	3,633 +25	+0.7%	+$3.19K	0.3%	33
2016 Q3	$448K	Sell	3,608 -53	-1%	-$6.44K	0.34%	32
2016 Q2	$421K	Hold	3,661	–	–	0.34%	35
2016 Q1	$405K	Buy	3,661 +26	+0.7%	+$2.69K	0.32%	40
2015 Q4	$409K	Buy	3,635 +11	+0.3%	+$1.27K	0.35%	40
2015 Q3	$396K	Buy	3,624 +15	+0.4%	+$1.78K	0.35%	38
2015 Q2	$451K	Sell	3,609 -211	-6%	-$26.4K	0.39%	33
2015 Q1	$475K	Buy	3,820 +14	+0.4%	+$1.69K	0.37%	35
2014 Q4	$455K	Buy	3,806 +11	+0.3%	+$1.26K	0.36%	32
2014 Q3	$415K	Buy	3,795 +15	+0.4%	+$1.72K	0.34%	30
2014 Q2	$449K	Sell	3,780 -17	-0.4%	-$1.93K	0.37%	27
2014 Q1	$442K	Sell	3,797 -1,040	-22%	-$120K	0.38%	24
2013 Q4	$558K	Buy	4,837 +30	+0.6%	+$3.31K	0.47%	18
2013 Q3	$512K	Sell	4,807 -417	-8%	-$43.1K	0.46%	17
2013 Q2	$507K	Buy	+5,224	New	+$499K	0.48%	17

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

Palisades Hudson Asset Management's IWM Position: Q1 2026 in Review

Palisades Hudson Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,862 shares worth $958K. The position accounts for 0.37% of the portfolio, ranked #35.

Palisades Hudson Asset Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Palisades Hudson Asset Management held 3,862 shares of iShares Russell 2000 ETF worth $958K as of Q1 2026.
Palisades Hudson Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.37% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #35 holding.
Palisades Hudson Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.