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1 North Wealth Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

1 North Wealth Services’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.27K Hold
190
– – ﹤0.01% 168
2025
Q4 		$8.09K Hold
190
– – ﹤0.01% 173
2025
Q3 		$8.09K Hold
190
– – ﹤0.01% 160
2025
Q2 		$7.51K Hold
190
– – ﹤0.01% 163
2025
Q1 		$7.15K Buy
+190
New +$7.68K ﹤0.01% 165

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

1 North Wealth Services's XJR Position: Q1 2026 in Review

1 North Wealth Services held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 190 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

1 North Wealth Services first reported a position in XJR in Q1 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • 1 North Wealth Services held 190 shares of iShares ESG Screened S&P Small-Cap ETF worth $8.27K as of Q1 2026.
  • 1 North Wealth Services left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #168 holding.
  • 1 North Wealth Services first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.