Cherry Tree Wealth Management
XJR icon

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
Q3 		$113K Hold
2,351
– – 0.02% 212
2026
Q2 		$124K Buy
2,351
+581
+33% +$28.2K 0.02% 208
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Cherry Tree Wealth Management's XJR Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q3 2026 at 2,351 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #212.

Cherry Tree Wealth Management first reported a position in XJR in Q2 2024 and has held it in 10 quarters since. The position peaked at $124K in Q2 2026. 19 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Cherry Tree Wealth Management held 2,351 shares of iShares ESG Screened S&P Small-Cap ETF worth $113K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #212 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 10 quarters since.
  • Cherry Tree Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $124K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.