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

Cherry Tree 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 		$77.1K Hold
1,770
– – 0.02% 232
2025
Q4 		$75.4K Hold
1,770
– – 0.02% 233
2025
Q3 		$75.3K Sell
1,770
-355
-17% -$14.7K 0.02% 236
2025
Q2 		$84K Hold
2,125
– – 0.02% 229
2025
Q1 		$80K Hold
2,125
– – 0.02% 228
2024
Q4 		$87.4K Hold
2,125
– – 0.02% 223
2024
Q3 		$88.8K Hold
2,125
– – 0.02% 224
2024
Q2 		$80.5K Buy
+2,125
New +$80.6K 0.02% 223

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 $97.6B AUM 29.43% 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 $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $761M AUM 31.91% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cherry Tree Wealth Management's XJR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 1,770 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #232.

Cherry Tree Wealth Management first reported a position in XJR in Q2 2024 and has held it in 8 quarters since. The position peaked at $88.8K in Q3 2024. 96 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Cherry Tree Wealth Management held 1,770 shares of iShares ESG Screened S&P Small-Cap ETF worth $77.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Cherry Tree Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Cherry Tree Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $88.8K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.