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Addison Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Addison Advisors’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 		– Sell
-245
Closed -$10.4K – 998
2025
Q4 		$10.4K Hold
245
– – ﹤0.01% 622
2025
Q3 		$10.4K Hold
245
– – ﹤0.01% 627
2025
Q2 		$9.69K Hold
245
– – ﹤0.01% 623
2025
Q1 		$9.22K Sell
245
-355
-59% -$14.3K ﹤0.01% 593
2024
Q4 		$24.7K Hold
600
– – 0.01% 480
2024
Q3 		$25.1K Hold
600
– – 0.01% 480
2024
Q2 		$22.7K Hold
600
– – 0.01% 468
2024
Q1 		$23.5K Hold
600
– – 0.01% 449
2023
Q4 		$23K Sell
600
-250
-29% -$8.48K 0.01% 443
2023
Q3 		$28.1K Buy
+850
New +$29.8K 0.01% 385

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

Addison Advisors's XJR Position: Q1 2026 in Review

Addison Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 245 shares — an estimated $10.4K sold.

Addison Advisors first reported a position in XJR in Q3 2023 and held it in 10 quarters. The position peaked at $28.1K in Q3 2023. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Addison Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Addison Advisors sold 245 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $10.4K.
  • Addison Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2023 and held it in 10 quarters.
  • Addison Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $28.1K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.