PCM
IJR icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Palisade Capital Management's IJR Position: Q1 2026 in Review

Palisade Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 130% in Q1 2026, buying an estimated $7.01M and bringing the position to 97,614 shares worth $12.1M. The position accounts for 0.4% of the portfolio, ranked #90.

Palisade Capital Management first reported a position in IJR in Q1 2020 and has held it in 23 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Palisade Capital Management held 97,614 shares of iShares Core S&P Small-Cap ETF worth $12.1M as of Q1 2026.
  • Palisade Capital Management bought 55,149 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.01M.
  • iShares Core S&P Small-Cap ETF made up 0.4% of Palisade Capital Management's portfolio in Q1 2026, its #90 holding.
  • Palisade Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.