AssetMark Inc
XJR icon

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

AssetMark Inc’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 		$422 Buy
+8
New +$388 ﹤0.01% 3313
2025
Q2 		– Sell
-17
Closed -$640 – 3128
2025
Q1 		$640 Buy
+17
New +$687 ﹤0.01% 2370

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

AssetMark Inc's XJR Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 8 shares worth $422. The stake represents ﹤0.01% of the portfolio and ranks #3313 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in XJR as recently as Q1 2025.

AssetMark Inc first reported a position in XJR in Q1 2025 and has held it in 2 quarters since. The position peaked at $640 in Q1 2025. 101 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • AssetMark Inc held 8 shares of iShares ESG Screened S&P Small-Cap ETF worth $422 as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new AssetMark Inc position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3313 holding.
  • AssetMark Inc first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • AssetMark Inc's iShares ESG Screened S&P Small-Cap ETF position peaked at $640 in Q1 2025.
  • 101 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.