PIP
IWO icon

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

Palisades Investment Partners’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
Q2 		– Sell
-1,070
Closed -$336K – 56
2026
Q1 		$336K Sell
1,070
-1,238
-54% -$412K 0.13% 50
2025
Q4 		$746K Buy
+2,308
New +$751K 0.28% 45

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

Palisades Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 1,070 shares — an estimated $336K sold.

Palisades Investment Partners first reported a position in IWO in Q4 2025 and held it in 2 quarters. The position peaked at $746K in Q4 2025. 573 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Palisades Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Palisades Investment Partners sold 1,070 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $336K.
  • Palisades Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 2 quarters.
  • Palisades Investment Partners's iShares Russell 2000 Growth ETF position peaked at $746K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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