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

Palisades Hudson Asset Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$686K Buy
3,616
+6
+0.2% +$1.16K 0.27% 45
2025
Q4 		$654K Buy
3,610
+13
+0.4% +$2.33K 0.25% 46
2025
Q3 		$636K Buy
3,597
+10
+0.3% +$1.69K 0.23% 49
2025
Q2 		$566K Sell
3,587
-169
-4% -$25.2K 0.22% 51
2025
Q1 		$567K Buy
3,756
+8
+0.2% +$1.29K 0.26% 47
2024
Q4 		$615K Sell
3,748
-43
-1% -$7.34K 0.26% 45
2024
Q3 		$632K Buy
3,791
+12
+0.3% +$1.95K 0.27% 46
2024
Q2 		$576K Buy
3,779
+10
+0.3% +$1.53K 0.26% 47
2024
Q1 		$599K Buy
3,769
+8
+0.2% +$1.21K 0.27% 46
2023
Q4 		$584K Buy
3,761
+28
+0.8% +$3.88K 0.28% 48
2023
Q3 		$506K Hold
3,733
– – 0.28% 48
2023
Q2 		$526K Sell
3,733
-146
-4% -$19.7K 0.27% 49
2023
Q1 		$531K Buy
3,879
+12
+0.3% +$1.74K 0.28% 47
2022
Q4 		$536K Buy
3,867
+29
+0.8% +$4.09K 0.3% 46
2022
Q3 		$495K Hold
3,838
– – 0.3% 42
2022
Q2 		$523K Buy
3,838
+9
+0.2% +$1.34K 0.29% 46
2022
Q1 		$618K Buy
3,829
+7
+0.2% +$1.12K 0.29% 43
2021
Q4 		$635K Buy
3,822
+40
+1% +$6.67K 0.27% 47
2021
Q3 		$606K Hold
3,782
– – 0.28% 46
2021
Q2 		$627K Buy
3,782
+18
+0.5% +$2.97K 0.28% 42
2021
Q1 		$600K Hold
3,764
– – 0.29% 38
2020
Q4 		$496K Buy
3,764
+19
+0.5% +$2.24K 0.26% 46
2020
Q3 		$372K Buy
3,745
+22
+0.6% +$2.23K 0.24% 59
2020
Q2 		$363K Buy
3,723
+38
+1% +$3.46K 0.25% 53
2020
Q1 		$302K Sell
3,685
-18,398
-83% -$2.06M 0.26% 56
2019
Q4 		$2.84M Buy
22,083
+37
+0.2% +$4.58K 1.82% 13
2019
Q3 		$2.63M Sell
22,046
-626
-3% -$73.9K 1.83% 13
2019
Q2 		$2.73M Buy
22,672
+110
+0.5% +$13.3K 1.89% 11
2019
Q1 		$2.71M Buy
22,562
+38
+0.2% +$4.54K 1.75% 13
2018
Q4 		$2.42M Buy
22,524
+19,304
+600% +$2.32M 1.42% 14
2018
Q3 		$428K Buy
3,220
+15
+0.5% +$2.02K 0.22% 53
2018
Q2 		$423K Hold
3,205
– – 0.23% 53
2018
Q1 		$391K Buy
3,205
+11
+0.3% +$1.38K 0.21% 60
2017
Q4 		$402K Buy
3,194
+107
+3% +$13.4K 0.22% 59
2017
Q3 		$383K Buy
3,087
+16
+0.5% +$1.89K 0.22% 59
2017
Q2 		$365K Hold
3,071
– – 0.21% 61
2017
Q1 		$363K Buy
3,071
+11
+0.4% +$1.3K 0.23% 57
2016
Q4 		$364K Sell
3,060
-143
-4% -$15.8K 0.22% 50
2016
Q3 		$335K Sell
3,203
-360
-10% -$36.9K 0.26% 53
2016
Q2 		$347K Hold
3,563
– – 0.28% 52
2016
Q1 		$332K Buy
3,563
+41
+1% +$3.56K 0.26% 58
2015
Q4 		$324K Buy
3,522
+13
+0.4% +$1.23K 0.27% 54
2015
Q3 		$316K Buy
3,509
+391
+13% +$37.5K 0.28% 50
2015
Q2 		$318K Buy
3,118
+12
+0.4% +$1.24K 0.27% 55
2015
Q1 		$321K Buy
3,106
+20
+0.6% +$2.02K 0.25% 58
2014
Q4 		$314K Buy
3,086
+11
+0.4% +$1.08K 0.25% 60
2014
Q3 		$288K Buy
3,075
+17
+0.6% +$1.68K 0.24% 62
2014
Q2 		$316K Buy
3,058
+11
+0.4% +$1.09K 0.26% 43
2014
Q1 		$307K Sell
3,047
-36
-1% -$3.55K 0.26% 40
2013
Q4 		$307K Sell
3,083
-113
-4% -$10.8K 0.26% 45
2013
Q3 		$293K Sell
3,196
-70
-2% -$6.31K 0.26% 41
2013
Q2 		$281K Buy
+3,266
New +$277K 0.27% 41

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Palisades Hudson Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.17% in Q1 2026, buying an estimated $1.16K and bringing the position to 3,616 shares worth $686K. The position accounts for 0.27% of the portfolio, ranked #45.

Palisades Hudson Asset Management first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.84M in Q4 2019. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Palisades Hudson Asset Management held 3,616 shares of iShares Russell 2000 Value ETF worth $686K as of Q1 2026.
  • Palisades Hudson Asset Management bought 6 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Russell 2000 Value ETF made up 0.27% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #45 holding.
  • Palisades Hudson Asset Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Palisades Hudson Asset Management's iShares Russell 2000 Value ETF position peaked at $2.84M in Q4 2019.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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