Armbruster Capital Management
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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
Q3 		$364K Hold
7,546
– – 0.05% 107
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Armbruster Capital Management's XJR Position: Q3 2026 in Review

Armbruster Capital Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q3 2026 at 7,546 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #107.

Armbruster Capital Management first reported a position in XJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $398K in Q2 2026. 50 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Armbruster Capital Management held 7,546 shares of iShares ESG Screened S&P Small-Cap ETF worth $364K as of Q3 2026.
  • Armbruster Capital Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.05% of Armbruster Capital Management's portfolio in Q3 2026, its #107 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 13 quarters since.
  • Armbruster Capital Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $398K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.