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

Palisades Hudson Asset Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$808K Buy
2,576
+1
+0% +$333 0.31% 40
2025
Q4 		$832K Buy
2,575
+6
+0.2% +$1.95K 0.32% 40
2025
Q3 		$822K Buy
2,569
+3
+0.1% +$905 0.3% 40
2025
Q2 		$734K Buy
2,566
+3
+0.1% +$790 0.29% 41
2025
Q1 		$655K Buy
2,563
+3
+0.1% +$847 0.3% 40
2024
Q4 		$737K Buy
2,560
+10
+0.4% +$2.96K 0.31% 41
2024
Q3 		$724K Buy
2,550
+4
+0.2% +$1.1K 0.31% 42
2024
Q2 		$668K Buy
2,546
+4
+0.2% +$1.04K 0.31% 42
2024
Q1 		$688K Buy
2,542
+3
+0.1% +$767 0.31% 42
2023
Q4 		$640K Buy
2,539
+11
+0.4% +$2.48K 0.31% 45
2023
Q3 		$567K Hold
2,528
– – 0.31% 43
2023
Q2 		$613K Sell
2,528
-558
-18% -$128K 0.32% 40
2023
Q1 		$700K Buy
3,086
+6
+0.2% +$1.37K 0.37% 34
2022
Q4 		$661K Buy
3,080
+17
+0.6% +$3.73K 0.36% 35
2022
Q3 		$633K Buy
3,063
+558
+22% +$126K 0.38% 33
2022
Q2 		$517K Buy
2,505
+3
+0.1% +$669 0.29% 49
2022
Q1 		$640K Buy
2,502
+2
+0.1% +$512 0.3% 40
2021
Q4 		$733K Buy
2,500
+5
+0.2% +$1.51K 0.31% 38
2021
Q3 		$732K Hold
2,495
– – 0.33% 36
2021
Q2 		$778K Buy
2,495
+3
+0.1% +$903 0.35% 36
2021
Q1 		$749K Hold
2,492
– – 0.36% 33
2020
Q4 		$714K Buy
2,492
+3
+0.1% +$765 0.37% 33
2020
Q3 		$551K Buy
2,489
+3
+0.1% +$657 0.36% 37
2020
Q2 		$514K Sell
2,486
-856
-26% -$160K 0.35% 37
2020
Q1 		$529K Sell
3,342
-77
-2% -$15.3K 0.45% 33
2019
Q4 		$733K Buy
3,419
+14
+0.4% +$2.84K 0.47% 29
2019
Q3 		$656K Hold
3,405
– – 0.46% 30
2019
Q2 		$684K Buy
3,405
+829
+32% +$164K 0.47% 29
2019
Q1 		$507K Sell
2,576
-22
-0.8% -$4.19K 0.33% 36
2018
Q4 		$436K Buy
2,598
+10
+0.4% +$1.86K 0.26% 49
2018
Q3 		$557K Sell
2,588
-107
-4% -$22.8K 0.29% 38
2018
Q2 		$551K Hold
2,695
– – 0.3% 36
2018
Q1 		$514K Sell
2,695
-40
-1% -$7.68K 0.28% 38
2017
Q4 		$511K Buy
2,735
+10
+0.4% +$1.82K 0.28% 39
2017
Q3 		$488K Sell
2,725
-13
-0.5% -$2.21K 0.28% 43
2017
Q2 		$462K Hold
2,738
– – 0.27% 42
2017
Q1 		$443K Buy
2,738
+5
+0.2% +$794 0.28% 39
2016
Q4 		$421K Sell
2,733
-797
-23% -$119K 0.26% 44
2016
Q3 		$526K Buy
3,530
+12
+0.3% +$1.75K 0.4% 30
2016
Q2 		$483K Sell
3,518
-757
-18% -$102K 0.39% 29
2016
Q1 		$567K Sell
4,275
-1,232
-22% -$154K 0.45% 26
2015
Q4 		$767K Buy
5,507
+1,405
+34% +$199K 0.65% 22
2015
Q3 		$550K Buy
+4,102
New +$608K 0.49% 26

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Palisades Hudson Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.04% in Q1 2026, buying an estimated $333 and bringing the position to 2,576 shares worth $808K. The position accounts for 0.31% of the portfolio, ranked #40.

Palisades Hudson Asset Management first reported a position in IWO in Q3 2015 and has held it in 43 quarters since. The position peaked at $832K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Palisades Hudson Asset Management held 2,576 shares of iShares Russell 2000 Growth ETF worth $808K as of Q1 2026.
  • Palisades Hudson Asset Management bought 1 iShares Russell 2000 Growth ETF share in Q1 2026, an estimated $333.
  • iShares Russell 2000 Growth ETF made up 0.31% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #40 holding.
  • Palisades Hudson Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 43 quarters since.
  • Palisades Hudson Asset Management's iShares Russell 2000 Growth ETF position peaked at $832K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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