BFP
XJR icon

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

Birchwood Financial Partners’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 		$160K Buy
3,033
+1,064
+54% +$51.6K 0.13% 97
2026
Q1 		$85.7K Buy
1,969
+1,020
+107% +$45.6K 0.08% 120
2025
Q4 		$40.4K Buy
+949
New +$40.3K 0.04% 186

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

Birchwood Financial Partners's XJR Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 54% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,033 shares worth $160K. The position accounts for 0.13% of the portfolio, ranked #97.

Birchwood Financial Partners first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Birchwood Financial Partners held 3,033 shares of iShares ESG Screened S&P Small-Cap ETF worth $160K as of Q2 2026.
  • Birchwood Financial Partners bought 1,064 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $51.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.13% of Birchwood Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Birchwood Financial Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.