Palisades Hudson Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4M | Sell |
281,640
-2,517
| -0.9% | -$304K | 13% | 1 |
|
|
2025
Q4 | $32.3M | Sell |
284,157
-20,850
| -7% | -$2.34M | 12.53% | 1 |
|
|
2025
Q3 | $33.7M | Buy |
305,007
+4,146
| +1% | +$440K | 12.24% | 1 |
|
|
2025
Q2 | $29.9M | Buy |
300,861
+19,262
| +7% | +$1.82M | 11.71% | 1 |
|
|
2025
Q1 | $27.4M | Sell |
281,599
-9,525
| -3% | -$1M | 12.46% | 1 |
|
|
2024
Q4 | $31.6M | Sell |
291,124
-1,306
| -0.4% | -$145K | 13.32% | 1 |
|
|
2024
Q3 | $31.5M | Sell |
292,430
-415
| -0.1% | -$43.1K | 13.28% | 1 |
|
|
2024
Q2 | $28.5M | Buy |
292,845
+1,798
| +0.6% | +$177K | 13.09% | 1 |
|
|
2024
Q1 | $29.9M | Sell |
291,047
-2,288
| -0.8% | -$227K | 13.62% | 1 |
|
|
2023
Q4 | $30.2M | Buy |
293,335
+942
| +0.3% | +$85.8K | 14.66% | 1 |
|
|
2023
Q3 | $26.1M | Sell |
292,393
-1,265
| -0.4% | -$120K | 14.28% | 1 |
|
|
2023
Q2 | $27.9M | Sell |
293,658
-534
| -0.2% | -$48.8K | 14.52% | 1 |
|
|
2023
Q1 | $27.5M | Sell |
294,192
-8,885
| -3% | -$868K | 14.74% | 1 |
|
|
2022
Q4 | $27.7M | Sell |
303,077
-2,314
| -0.8% | -$213K | 15.26% | 1 |
|
|
2022
Q3 | $25.2M | Buy |
305,391
+8,850
| +3% | +$819K | 15.24% | 1 |
|
|
2022
Q2 | $26.4M | Buy |
296,541
+2,886
| +1% | +$277K | 14.82% | 1 |
|
|
2022
Q1 | $30.1M | Sell |
293,655
-12,689
| -4% | -$1.29M | 14.04% | 1 |
|
|
2021
Q4 | $32M | Sell |
306,344
-77
| -0% | -$8.07K | 13.66% | 1 |
|
|
2021
Q3 | $30.8M | Sell |
306,421
-1,789
| -0.6% | -$181K | 14.11% | 1 |
|
|
2021
Q2 | $32.5M | Sell |
308,210
-2,772
| -0.9% | -$290K | 14.51% | 1 |
|
|
2021
Q1 | $31.3M | Sell |
310,982
-3,045
| -1% | -$288K | 14.91% | 1 |
|
|
2020
Q4 | $25.5M | Buy |
314,027
+82,255
| +35% | +$5.98M | 13.22% | 1 |
|
|
2020
Q3 | $14.2M | Buy |
231,772
+4,152
| +2% | +$261K | 9.16% | 3 |
|
|
2020
Q2 | $13.7M | Buy |
227,620
+25,516
| +13% | +$1.43M | 9.35% | 3 |
|
|
2020
Q1 | $10.1M | Buy |
202,104
+13,056
| +7% | +$905K | 8.57% | 3 |
|
|
2019
Q4 | $15.2M | Buy |
189,048
+1,010
| +0.5% | +$78.3K | 9.73% | 2 |
|
|
2019
Q3 | $14.1M | Buy |
188,038
+2,974
| +2% | +$219K | 9.84% | 2 |
|
|
2019
Q2 | $13.8M | Sell |
185,064
-8,882
| -5% | -$659K | 9.53% | 2 |
|
|
2019
Q1 | $14.3M | Sell |
193,946
-24,000
| -11% | -$1.77M | 9.24% | 3 |
|
|
2018
Q4 | $14.4M | Sell |
217,946
-11,980
| -5% | -$889K | 8.41% | 3 |
|
|
2018
Q3 | $19.2M | Buy |
229,926
+2,542
| +1% | +$215K | 9.91% | 3 |
|
|
2018
Q2 | $18.6M | Sell |
227,384
-6,158
| -3% | -$492K | 10% | 3 |
|
|
2018
Q1 | $17.6M | Sell |
233,542
-424
| -0.2% | -$32.6K | 9.6% | 3 |
|
|
2017
Q4 | $18M | Sell |
233,966
-2,214
| -0.9% | -$167K | 9.88% | 3 |
|
|
2017
Q3 | $17.5M | Buy |
236,180
+1,518
| +0.6% | +$106K | 9.96% | 3 |
|
|
2017
Q2 | $16.4M | Buy |
234,662
+12,774
| +6% | +$883K | 9.6% | 3 |
|
|
2017
Q1 | $15.4M | Buy |
221,888
+28,804
| +15% | +$2.01M | 9.76% | 2 |
|
|
2016
Q4 | $13.5M | Buy |
193,084
+18,290
| +10% | +$1.2M | 8.28% | 3 |
|
|
2016
Q3 | $10.9M | Buy |
174,794
+27,270
| +18% | +$1.67M | 8.34% | 3 |
|
|
2016
Q2 | $8.62M | Buy |
147,524
+994
| +0.7% | +$57K | 7.02% | 4 |
|
|
2016
Q1 | $8.3M | Buy |
146,530
+7,942
| +6% | +$412K | 6.53% | 4 |
|
|
2015
Q4 | $7.5M | Sell |
138,588
-588
| -0.4% | -$32.6K | 6.32% | 5 |
|
|
2015
Q3 | $7.29M | Sell |
139,176
-1,676
| -1% | -$93.1K | 6.5% | 5 |
|
|
2015
Q2 | $8.29M | Sell |
140,852
-16,130
| -10% | -$959K | 7.15% | 5 |
|
|
2015
Q1 | $9.33M | Buy |
156,982
+4,020
| +3% | +$234K | 7.25% | 5 |
|
|
2014
Q4 | $9.02M | Sell |
152,962
-3,228
| -2% | -$182K | 7.09% | 4 |
|
|
2014
Q3 | $8.38M | Buy |
156,190
+284
| +0.2% | +$16K | 6.86% | 5 |
|
|
2014
Q2 | $9M | Sell |
155,906
-368
| -0.2% | -$20.6K | 7.44% | 5 |
|
|
2014
Q1 | $8.87M | Sell |
156,274
-4,672
| -3% | -$258K | 7.62% | 4 |
|
|
2013
Q4 | $8.95M | Sell |
160,946
-3,184
| -2% | -$170K | 7.48% | 4 |
|
|
2013
Q3 | $8.39M | Sell |
164,130
-2,444
| -1% | -$122K | 7.55% | 5 |
|
|
2013
Q2 | $7.78M | Buy |
+166,574
| New | +$7.64M | 7.43% | 5 |
|
Other funds holding IJS
SP
UFF
PCIA
Palisades Hudson Asset Management's IJS Position: Q1 2026 in Review
Palisades Hudson Asset Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.89% in Q1 2026, selling an estimated $304K and leaving 281,640 shares worth $33.4M. The position accounts for 13% of the portfolio, ranked #1.
Palisades Hudson Asset Management first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.7M in Q3 2025. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.
- Palisades Hudson Asset Management held 281,640 shares of iShares S&P Small-Cap 600 Value ETF worth $33.4M as of Q1 2026.
- Palisades Hudson Asset Management sold 2,517 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $304K.
- iShares S&P Small-Cap 600 Value ETF made up 13% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #1 holding.
- Palisades Hudson Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
- Palisades Hudson Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $33.7M in Q3 2025.
- 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.
Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.