Palisade Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
36,583
+1,661
| +5% | +$182K | 0.4% | 60 |
|
|
2025
Q1 | $3.65M | Buy |
34,922
+1,859
| +6% | +$194K | 0.38% | 63 |
|
|
2024
Q4 | $3.81M | Buy |
33,063
+612
| +2% | +$70.5K | 0.39% | 62 |
|
|
2024
Q3 | $3.8M | Buy |
32,451
+2,133
| +7% | +$249K | 0.37% | 62 |
|
|
2024
Q2 | $3.23M | Buy |
30,318
+345
| +1% | +$36.8K | 0.33% | 69 |
|
|
2024
Q1 | $3.31M | Buy |
29,973
+574
| +2% | +$63.4K | 0.32% | 72 |
|
|
2023
Q4 | $3.18M | Buy |
29,399
+3,336
| +13% | +$361K | 0.35% | 69 |
|
|
2023
Q3 | $2.46M | Buy |
26,063
+679
| +3% | +$64.1K | 0.3% | 77 |
|
|
2023
Q2 | $2.53M | Buy |
25,384
+3,434
| +16% | +$342K | 0.29% | 75 |
|
|
2023
Q1 | $2.12M | Buy |
21,950
+311
| +1% | +$30.1K | 0.26% | 82 |
|
|
2022
Q4 | $2.05M | Buy |
21,639
+9,996
| +86% | +$946K | 0.23% | 86 |
|
|
2022
Q3 | $1.02M | Buy |
11,643
+5,829
| +100% | +$508K | 0.14% | 109 |
|
|
2022
Q2 | $537K | Buy |
5,814
+980
| +20% | +$90.5K | 0.07% | 134 |
|
|
2022
Q1 | $521K | Buy |
4,834
+1,103
| +30% | +$119K | 0.06% | 142 |
|
|
2021
Q4 | $427K | Buy |
3,731
+592
| +19% | +$67.8K | 0.05% | 153 |
|
|
2021
Q3 | $343K | Buy |
3,139
+371
| +13% | +$40.5K | 0.04% | 160 |
|
|
2021
Q2 | $313K | Buy |
2,768
+214
| +8% | +$24.2K | 0.04% | 163 |
|
|
2021
Q1 | $277K | Buy |
2,554
+207
| +9% | +$22.5K | 0.04% | 163 |
|
|
2020
Q4 | $216K | Buy |
+2,347
| New | +$216K | 0.03% | 175 |
|