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

Cambridge Investment Research 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
Q2 		– Sell
-28,246
Closed -$1.06M – 3772
2025
Q1 		$1.06M Sell
28,246
-4,747
-14% -$192K ﹤0.01% 1820
2024
Q4 		$1.36M Sell
32,993
-417
-1% -$17.8K ﹤0.01% 1634
2024
Q3 		$1.4M Sell
33,410
-909
-3% -$36.6K ﹤0.01% 1607
2024
Q2 		$1.3M Sell
34,319
-1,715
-5% -$65K ﹤0.01% 1588
2024
Q1 		$1.41M Buy
36,034
+1,731
+5% +$65K 0.01% 1495
2023
Q4 		$1.31M Buy
34,303
+17,636
+106% +$598K 0.01% 1472
2023
Q3 		$551K Buy
16,667
+548
+3% +$19.2K ﹤0.01% 2008
2023
Q2 		$564K Sell
16,119
-256
-2% -$8.56K ﹤0.01% 2035
2023
Q1 		$555K Buy
16,375
+9,077
+124% +$318K ﹤0.01% 2016
2022
Q4 		$242K Sell
7,298
-23,391
-76% -$787K ﹤0.01% 2603
2022
Q3 		$941K Buy
30,689
+1,379
+5% +$47.1K 0.01% 1517
2022
Q2 		$950K Buy
+29,310
New +$1.02M 0.01% 1515

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
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors's XJR Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2025, closing a stake of 28,246 shares — an estimated $1.06M sold.

Cambridge Investment Research Advisors first reported a position in XJR in Q2 2022 and held it in 12 quarters. The position peaked at $1.41M in Q1 2024. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 28,246 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $1.06M.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2022 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.41M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.