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

Armor Investment 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
2025
Q4 		– Sell
-1,273
Closed -$54.2K – 156
2025
Q3 		$54.2K Sell
1,273
-650
-34% -$26.9K 0.02% 121
2025
Q2 		$76.1K Hold
1,923
– – 0.03% 116
2025
Q1 		$72.4K Hold
1,923
– – 0.03% 117
2024
Q4 		$79.1K Buy
1,923
+100
+5% +$4.27K 0.03% 113
2024
Q3 		$76.2K Buy
1,823
+35
+2% +$1.41K 0.03% 117
2024
Q2 		$67.7K Sell
1,788
-1,336
-43% -$50.7K 0.03% 113
2024
Q1 		$122K Buy
3,124
+60
+2% +$2.25K 0.06% 111
2023
Q4 		$117K Buy
3,064
+281
+10% +$9.53K 0.06% 114
2023
Q3 		$92K Sell
2,783
-200
-7% -$7.02K 0.05% 113
2023
Q2 		$104K Hold
2,983
– – 0.06% 106
2023
Q1 		$101K Hold
2,983
– – 0.06% 120
2022
Q4 		$99.1K Buy
2,983
+1,111
+59% +$37.4K 0.06% 123
2022
Q3 		$57K Hold
1,872
– – 0.04% 131
2022
Q2 		$61K Sell
1,872
-21
-1% -$730 0.04% 125
2022
Q1 		$72K Buy
1,893
+504
+36% +$19.2K 0.04% 127
2021
Q4 		$57K Buy
1,389
+253
+22% +$10.2K 0.03% 129
2021
Q3 		$44K Buy
+1,136
New +$44.3K 0.03% 137

Other funds holding XJR

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Armor Investment Advisors's XJR Position: Q4 2025 in Review

Armor Investment Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 1,273 shares — an estimated $54.2K sold.

Armor Investment Advisors first reported a position in XJR in Q3 2021 and held it in 17 quarters. The position peaked at $122K in Q1 2024. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Armor Investment Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Armor Investment Advisors sold 1,273 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $54.2K.
  • Armor Investment Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2021 and held it in 17 quarters.
  • Armor Investment Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $122K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Armor Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.