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Archer Investment Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Archer Investment Management’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
-6,191
Closed -$264K – 134
2025
Q4 		$264K Sell
6,191
-655
-10% -$27.8K 0.14% 103
2025
Q3 		$291K Sell
6,846
-1,583
-19% -$65.6K 0.18% 50
2025
Q2 		$333K Sell
8,429
-1,730
-17% -$64.6K 0.24% 42
2025
Q1 		$382K Sell
10,159
-2,380
-19% -$96.2K 0.26% 45
2024
Q4 		$516K Buy
+12,539
New +$535K 0.32% 41

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

Archer Investment Management's XJR Position: Q1 2026 in Review

Archer Investment Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 6,191 shares — an estimated $264K sold.

Archer Investment Management first reported a position in XJR in Q4 2024 and held it in 5 quarters. The position peaked at $516K in Q4 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Archer Investment Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Archer Investment Management sold 6,191 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $264K.
  • Archer Investment Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Archer Investment Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $516K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.