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

Citadel 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
2026 Q1	$1.29M	Buy	+29,732	New	+$1.33M	﹤0.01%	7076
2024 Q3	–	Sell	-27,047	Closed	-$1.02M	–	15387
2024 Q2	$1.02M	Buy	+27,047	New	+$1.03M	﹤0.01%	6529
2023 Q3	–	Sell	-25,242	Closed	-$884K	–	15236
2023 Q2	$884K	Sell	25,242 -4,878	-16%	-$163K	﹤0.01%	6716
2023 Q1	$1.02M	Buy	+30,120	New	+$1.06M	﹤0.01%	6740
2021 Q3	–	Sell	-8,409	Closed	-$335K	–	14772
2021 Q2	$335K	Buy	8,409 +198	+2%	+$7.87K	﹤0.01%	11001
2021 Q1	$319K	Buy	+8,211	New	+$308K	﹤0.01%	10714

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors's XJR Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 29,732 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #7076 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in XJR as recently as Q2 2024.

Citadel Advisors first reported a position in XJR in Q1 2021 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Citadel Advisors held 29,732 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.29M as of Q1 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Citadel Advisors position in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7076 holding.
Citadel Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2021 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.