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Palisades Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Palisades Investment Partners’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
Q2 		– Sell
-34,065
Closed -$8.45M – 55
2026
Q1 		$8.45M Buy
34,065
+2,415
+8% +$623K 3.31% 5
2025
Q4 		$7.79M Sell
31,650
-8,783
-22% -$2.16M 2.94% 9
2025
Q3 		$9.78M Buy
+40,433
New +$9.28M 3.84% 4

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Palisades Investment Partners's IWM Position: Q2 2026 in Review

Palisades Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 34,065 shares — an estimated $8.45M sold.

Palisades Investment Partners first reported a position in IWM in Q3 2025 and held it in 3 quarters. The position peaked at $9.78M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Palisades Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Palisades Investment Partners sold 34,065 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.45M.
  • Palisades Investment Partners first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 3 quarters.
  • Palisades Investment Partners's iShares Russell 2000 ETF position peaked at $9.78M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.