CIBC Private Wealth Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

CIBC Private Wealth Group’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 Q4	$30.2K	Buy	+710	New	+$30.1K	﹤0.01%	2003

Other funds holding XJR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CIBC Private Wealth Group's XJR Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025: 710 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings.

88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

CIBC Private Wealth Group held 710 shares of iShares ESG Screened S&P Small-Cap ETF worth $30.2K as of Q4 2025.
iShares ESG Screened S&P Small-Cap ETF was a new CIBC Private Wealth Group position in Q4 2025.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2003 holding.
88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.