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

Cetera Investment Advisers’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 		$432K Sell
9,931
-706
-7% -$31.6K ﹤0.01% 3646
2025
Q4 		$453K Buy
10,637
+274
+3% +$11.6K ﹤0.01% 3521
2025
Q3 		$441K Sell
10,363
-3,075
-23% -$127K ﹤0.01% 3479
2025
Q2 		$531K Sell
13,438
-4,956
-27% -$185K ﹤0.01% 2919
2025
Q1 		$692K Sell
18,394
-491
-3% -$19.8K ﹤0.01% 2579
2024
Q4 		$777K Buy
18,885
+2,375
+14% +$101K ﹤0.01% 2342
2024
Q3 		$690K Sell
16,510
-1,058
-6% -$42.6K ﹤0.01% 2390
2024
Q2 		$665K Buy
17,568
+1,327
+8% +$50.3K ﹤0.01% 2378
2024
Q1 		$636K Buy
+16,241
New +$610K ﹤0.01% 2427

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers's XJR Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 6.6% in Q1 2026, selling an estimated $31.6K and leaving 9,931 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Cetera Investment Advisers first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. The position peaked at $777K in Q4 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Cetera Investment Advisers held 9,931 shares of iShares ESG Screened S&P Small-Cap ETF worth $432K as of Q1 2026.
  • Cetera Investment Advisers sold 706 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $31.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3646 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's iShares ESG Screened S&P Small-Cap ETF position peaked at $777K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.