Bartlett & Co Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bartlett & Co Wealth 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	$230K	Buy	+4,810	New	+$215K	﹤0.01%	435

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co Wealth Management's XJR Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 4,810 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Bartlett & Co Wealth Management held 4,810 shares of iShares ESG Screened S&P Small-Cap ETF worth $230K as of Q1 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Bartlett & Co Wealth Management position in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #435 holding.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.