PAM
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Palisade Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Palisade Asset Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.1M Buy
41,102
+591
+1% +$81.1K 0.56% 55
2026
Q1 		$5.04M Buy
40,511
+622
+2% +$79K 0.51% 54
2025
Q4 		$4.79M Buy
39,889
+1,701
+4% +$203K 0.47% 54
2025
Q3 		$4.54M Buy
38,188
+1,605
+4% +$185K 0.42% 56
2025
Q2 		$4M Buy
36,583
+1,661
+5% +$172K 0.4% 60
2025
Q1 		$3.65M Buy
34,922
+1,859
+6% +$210K 0.38% 63
2024
Q4 		$3.81M Buy
33,063
+612
+2% +$73.1K 0.39% 62
2024
Q3 		$3.8M Buy
32,451
+2,133
+7% +$241K 0.37% 62
2024
Q2 		$3.23M Buy
30,318
+345
+1% +$36.9K 0.33% 69
2024
Q1 		$3.31M Buy
29,973
+574
+2% +$61K 0.32% 72
2023
Q4 		$3.18M Buy
29,399
+3,336
+13% +$322K 0.35% 69
2023
Q3 		$2.46M Buy
26,063
+679
+3% +$67.8K 0.3% 77
2023
Q2 		$2.53M Buy
25,384
+3,434
+16% +$327K 0.29% 75
2023
Q1 		$2.12M Buy
21,950
+311
+1% +$31.1K 0.26% 82
2022
Q4 		$2.05M Buy
21,639
+9,996
+86% +$959K 0.23% 86
2022
Q3 		$1.01M Buy
11,643
+5,829
+100% +$566K 0.14% 109
2022
Q2 		$537K Buy
5,814
+980
+20% +$97.5K 0.07% 134
2022
Q1 		$521K Buy
4,834
+1,103
+30% +$119K 0.06% 142
2021
Q4 		$427K Buy
3,731
+592
+19% +$67.5K 0.05% 153
2021
Q3 		$343K Buy
3,139
+371
+13% +$40.9K 0.04% 160
2021
Q2 		$313K Buy
2,768
+214
+8% +$23.9K 0.04% 163
2021
Q1 		$277K Buy
2,554
+207
+9% +$21.7K 0.04% 163
2020
Q4 		$216K Buy
+2,347
New +$193K 0.03% 175

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Palisade Asset Management's IJR Position: Q2 2026 in Review

Palisade Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, buying an estimated $81.1K and bringing the position to 41,102 shares worth $6.1M. The position accounts for 0.56% of the portfolio, ranked #55.

Palisade Asset Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Palisade Asset Management held 41,102 shares of iShares Core S&P Small-Cap ETF worth $6.1M as of Q2 2026.
  • Palisade Asset Management bought 591 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $81.1K.
  • iShares Core S&P Small-Cap ETF made up 0.56% of Palisade Asset Management's portfolio in Q2 2026, its #55 holding.
  • Palisade Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.