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

Birchbrook’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 		$613K Sell
11,617
-262
-2% -$12.7K 0.29% 53
2026
Q1 		$517K Buy
11,879
+4,614
+64% +$206K 0.25% 54
2025
Q4 		$309K Buy
7,265
+284
+4% +$12.1K 0.15% 62
2025
Q3 		$297K Sell
6,981
-416
-6% -$17.2K 0.15% 62
2025
Q2 		$293K Buy
7,397
+1,687
+30% +$63K 0.16% 61
2025
Q1 		$215K Buy
+5,710
New +$231K 0.12% 67

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Birchbrook's XJR Position: Q2 2026 in Review

Birchbrook reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.2% in Q2 2026, selling an estimated $12.7K and leaving 11,617 shares worth $613K. The position accounts for 0.29% of the portfolio, ranked #53.

Birchbrook first reported a position in XJR in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Birchbrook held 11,617 shares of iShares ESG Screened S&P Small-Cap ETF worth $613K as of Q2 2026.
  • Birchbrook sold 262 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $12.7K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.29% of Birchbrook's portfolio in Q2 2026, its #53 holding.
  • Birchbrook first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.