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

Palisade Capital 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	$15M	Buy	100,992 +3,378	+3%	+$464K	0.65%	40
2026 Q1	$12.1M	Buy	97,614 +55,149	+130%	+$7.01M	0.4%	90
2025 Q4	$5.1M	Buy	42,465 +27,023	+175%	+$3.23M	0.15%	155
2025 Q3	$1.84M	Buy	15,442 +478	+3%	+$55K	0.05%	263
2025 Q2	$1.64M	Buy	14,964 +706	+5%	+$73K	0.05%	267
2025 Q1	$1.49M	Buy	14,258 +1,727	+14%	+$195K	0.04%	256
2024 Q4	$1.44M	Buy	12,531 +2,784	+29%	+$333K	0.04%	270
2024 Q3	$1.14M	Buy	9,747 +5	+0.1%	+$565	0.03%	288
2024 Q2	$1.04M	Buy	9,742 +1,178	+14%	+$126K	0.03%	287
2024 Q1	$946K	Buy	8,564 +1,057	+14%	+$112K	0.03%	300
2023 Q4	$813K	Buy	7,507 +866	+13%	+$83.5K	0.02%	323
2023 Q3	$626K	Buy	6,641 +1,046	+19%	+$104K	0.02%	324
2023 Q2	$558K	Buy	5,595 +786	+16%	+$74.8K	0.01%	328
2023 Q1	$465K	Buy	4,809 +509	+12%	+$50.9K	0.01%	349
2022 Q4	$407K	Sell	4,300 -375	-8%	-$36K	0.01%	366
2022 Q3	$408K	Buy	4,675 +353	+8%	+$34.3K	0.01%	374
2022 Q2	$399K	Buy	4,322 +9	+0.2%	+$895	0.01%	385
2022 Q1	$465K	Buy	4,313 +197	+5%	+$21.3K	0.01%	369
2021 Q4	$471K	Buy	4,116 +416	+11%	+$47.4K	0.01%	378
2021 Q3	$404K	Buy	3,700 +53	+1%	+$5.84K	0.01%	363
2021 Q2	$412K	Sell	3,647 -22	-0.6%	-$2.45K	0.01%	362
2021 Q1	$398K	Buy	3,669 +266	+8%	+$27.8K	0.01%	345
2020 Q4	$313K	Buy	+3,403	New	+$280K	0.01%	350
2020 Q2	–	Sell	-14,486	Closed	-$813K	–	396
2020 Q1	$813K	Buy	+14,486	New	+$1.08M	0.03%	330

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Palisade Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2026, buying an estimated $464K and bringing the position to 100,992 shares worth $15M. The position accounts for 0.65% of the portfolio, ranked #40.

Palisade Capital Management first reported a position in IJR in Q1 2020 and has held it in 24 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Palisade Capital Management held 100,992 shares of iShares Core S&P Small-Cap ETF worth $15M as of Q2 2026.
Palisade Capital Management bought 3,378 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $464K.
iShares Core S&P Small-Cap ETF made up 0.65% of Palisade Capital Management's portfolio in Q2 2026, its #40 holding.
Palisade Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 24 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.