Palisades Hudson Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.3M Buy
99,030
+746
+0.8% +$111K 5.59% 4
2025
Q4
$13.9M Sell
98,284
-7,086
-7% -$1M 5.38% 5
2025
Q3
$14.9M Buy
105,370
+320
+0.3% +$44.2K 5.41% 5
2025
Q2
$14M Buy
105,050
+9,149
+10% +$1.15M 5.47% 5
2025
Q1
$11.9M Sell
95,901
-3,110
-3% -$416K 5.42% 5
2024
Q4
$13.4M Sell
99,011
-1,821
-2% -$258K 5.65% 4
2024
Q3
$14.1M Sell
100,832
-1,215
-1% -$164K 5.93% 4
2024
Q2
$13.1M Sell
102,047
-142
-0.1% -$18.2K 6.02% 4
2024
Q1
$13.4M Sell
102,189
-1,609
-2% -$201K 6.08% 4
2023
Q4
$13M Buy
103,798
+4,612
+5% +$517K 6.3% 4
2023
Q3
$10.9M Sell
99,186
-2,354
-2% -$272K 5.96% 5
2023
Q2
$11.7M Sell
101,540
-300
-0.3% -$32.8K 6.07% 5
2023
Q1
$11.2M Sell
101,840
-770
-0.8% -$86.8K 5.99% 5
2022
Q4
$11.1M Sell
102,610
-2,255
-2% -$248K 6.11% 5
2022
Q3
$10.7M Buy
104,865
+3,722
+4% +$418K 6.46% 5
2022
Q2
$10.7M Buy
101,143
+861
+0.9% +$97.6K 5.98% 5
2022
Q1
$12.5M Sell
100,282
-237
-0.2% -$29.9K 5.86% 5
2021
Q4
$14M Sell
100,519
-1,928
-2% -$262K 5.96% 5
2021
Q3
$13.3M Sell
102,447
-825
-0.8% -$109K 6.09% 5
2021
Q2
$13.7M Sell
103,272
-71
-0.1% -$9.24K 6.12% 4
2021
Q1
$13.3M Sell
103,343
-7,767
-7% -$987K 6.31% 4
2020
Q4
$12.7M Buy
111,110
+48,174
+77% +$4.91M 6.57% 4
2020
Q3
$5.55M Buy
62,936
+372
+0.6% +$33.3K 3.58% 8
2020
Q2
$5.31M Buy
62,564
+4,656
+8% +$363K 3.63% 8
2020
Q1
$3.99M Sell
57,908
-3,300
-5% -$291K 3.39% 8
2019
Q4
$5.92M Buy
61,208
+344
+0.6% +$31.8K 3.79% 7
2019
Q3
$5.43M Buy
60,864
+216
+0.4% +$19.5K 3.78% 7
2019
Q2
$5.53M Sell
60,648
-3,550
-6% -$319K 3.83% 8
2019
Q1
$5.73M Sell
64,198
-11,378
-15% -$1.01M 3.7% 8
2018
Q4
$6.1M Buy
75,576
+8,698
+13% +$775K 3.57% 8
2018
Q3
$6.75M Buy
66,878
+934
+1% +$93.9K 3.48% 8
2018
Q2
$6.23M Sell
65,944
-2,666
-4% -$245K 3.36% 8
2018
Q1
$5.96M Sell
68,610
-120
-0.2% -$10.5K 3.25% 8
2017
Q4
$5.85M Sell
68,730
-364
-0.5% -$30.4K 3.22% 8
2017
Q3
$5.68M Sell
69,094
-70
-0.1% -$5.46K 3.23% 8
2017
Q2
$5.39M Buy
69,164
+3,284
+5% +$253K 3.16% 8
2017
Q1
$5.04M Buy
65,880
+13,748
+26% +$1.04M 3.2% 9
2016
Q4
$3.91M Buy
52,132
+18,484
+55% +$1.3M 2.39% 9
2016
Q3
$2.31M Buy
33,648
+19,812
+143% +$1.34M 1.76% 10
2016
Q2
$888K Buy
13,836
+318
+2% +$20K 0.72% 16
2016
Q1
$839K Buy
+13,518
New +$788K 0.66% 17

Other funds holding IJT

Palisades Hudson Asset Management's IJT Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.76% in Q1 2026, buying an estimated $111K and bringing the position to 99,030 shares worth $14.3M. The position accounts for 5.59% of the portfolio, ranked #4.

Palisades Hudson Asset Management first reported a position in IJT in Q1 2016 and has held it in 41 quarters since. The position peaked at $14.9M in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Palisades Hudson Asset Management held 99,030 shares of iShares S&P Small-Cap 600 Growth ETF worth $14.3M as of Q1 2026.
  • Palisades Hudson Asset Management bought 746 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $111K.
  • iShares S&P Small-Cap 600 Growth ETF made up 5.59% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #4 holding.
  • Palisades Hudson Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Palisades Hudson Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $14.9M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.