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

Armbruster Capital 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
Q2 		$398K Buy
7,546
+190
+3% +$9.21K 0.06% 101
2026
Q1 		$320K Sell
7,356
-5
-0.1% -$223 0.05% 116
2025
Q4 		$313K Hold
7,361
– – 0.05% 114
2025
Q3 		$313K Buy
7,361
+667
+10% +$27.7K 0.05% 111
2025
Q2 		$265K Buy
6,694
+709
+12% +$26.5K 0.05% 116
2025
Q1 		$225K Hold
5,985
– – 0.04% 120
2024
Q4 		$246K Sell
5,985
-175
-3% -$7.47K 0.05% 120
2024
Q3 		$258K Sell
6,160
-950
-13% -$38.3K 0.05% 115
2024
Q2 		$269K Buy
7,110
+125
+2% +$4.74K 0.06% 105
2024
Q1 		$274K Buy
6,985
+700
+11% +$26.3K 0.06% 97
2023
Q4 		$240K Buy
+6,285
New +$213K 0.05% 97
2023
Q3 		– Sell
-5,875
Closed -$206K – 106
2023
Q2 		$206K Buy
+5,875
New +$196K 0.05% 104

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Armbruster Capital Management's XJR Position: Q2 2026 in Review

Armbruster Capital Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.6% in Q2 2026, buying an estimated $9.21K and bringing the position to 7,546 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #101.

Armbruster Capital Management first reported a position in XJR in Q2 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Armbruster Capital Management held 7,546 shares of iShares ESG Screened S&P Small-Cap ETF worth $398K as of Q2 2026.
  • Armbruster Capital Management bought 190 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $9.21K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.06% of Armbruster Capital Management's portfolio in Q2 2026, its #101 holding.
  • Armbruster Capital Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.