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 Q2	–	Sell	-29,732	Closed	-$1.29M	–	15006
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Citadel Advisors's XJR Position: Q2 2026 in Review

Citadel Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026, closing a stake of 29,732 shares — an estimated $1.29M sold.

Citadel Advisors first reported a position in XJR in Q1 2021 and held it in 6 quarters. The position peaked at $1.29M in Q1 2026. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Citadel Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 29,732 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $1.29M.
Citadel Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2021 and held it in 6 quarters.
Citadel Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.29M in Q1 2026.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.