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Pallas Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pallas Capital Advisors’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 		$1.71M Buy
6,908
+80
+1% +$20.6K 0.06% 222
2025
Q4 		$1.68M Buy
6,828
+5,003
+274% +$1.23M 0.06% 246
2025
Q3 		$442K Buy
1,825
+1
+0.1% +$229 0.02% 555
2025
Q2 		$394K Sell
1,824
-187
-9% -$37.6K 0.02% 577
2025
Q1 		$401K Sell
2,011
-16
-0.8% -$3.47K 0.02% 533
2024
Q4 		$448K Sell
2,027
-126
-6% -$28.7K 0.02% 385
2024
Q3 		$473K Buy
2,153
+7
+0.3% +$1.5K 0.02% 372
2024
Q2 		$468K Sell
2,146
-122
-5% -$24.7K 0.02% 320
2024
Q1 		$477K Sell
2,268
-157
-6% -$31.3K 0.02% 289
2023
Q4 		$487K Sell
2,425
-133
-5% -$23.8K 0.03% 268
2023
Q3 		$417K Sell
2,558
-3,208
-56% -$602K 0.03% 254
2023
Q2 		$1.12M Sell
5,766
-40,657
-88% -$7.25M 0.05% 152
2023
Q1 		$8.24M Sell
46,423
-170
-0.4% -$31.3K 0.77% 35
2022
Q4 		$8.62M Sell
46,593
-786
-2% -$140K 0.87% 33
2022
Q3 		$8.35M Buy
47,379
+1,795
+4% +$327K 0.93% 25
2022
Q2 		$8.18M Buy
45,584
+6,520
+17% +$1.2M 1.13% 17
2022
Q1 		$7.77M Sell
39,064
-6,163
-14% -$1.26M 0.99% 22
2021
Q4 		$8.91M Buy
45,227
+2,245
+5% +$507K 1.09% 17
2021
Q3 		$10.3M Sell
42,982
-982
-2% -$218K 1.13% 12
2021
Q2 		$9.59M Buy
43,964
+36,874
+520% +$8.29M 1.35% 9
2021
Q1 		$1.56M Buy
+7,090
New +$1.55M 0.35% 54

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pallas Capital Advisors's IWM Position: Q1 2026 in Review

Pallas Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, buying an estimated $20.6K and bringing the position to 6,908 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #222.

Pallas Capital Advisors first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.3M in Q3 2021. 2,570 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pallas Capital Advisors held 6,908 shares of iShares Russell 2000 ETF worth $1.71M as of Q1 2026.
  • Pallas Capital Advisors bought 80 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.6K.
  • iShares Russell 2000 ETF made up 0.06% of Pallas Capital Advisors's portfolio in Q1 2026, its #222 holding.
  • Pallas Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's iShares Russell 2000 ETF position peaked at $10.3M in Q3 2021.
  • 2,570 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.