Creative Planning
XJR icon

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

Creative Planning’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 		$1.09M Buy
25,061
+18,163
+263% +$812K ﹤0.01% 2385
2025
Q4 		$294K Sell
6,898
-43
-0.6% -$1.82K ﹤0.01% 3255
2025
Q3 		$295K Hold
6,941
– – ﹤0.01% 3159
2025
Q2 		$275K Buy
+6,941
New +$259K ﹤0.01% 2971

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's XJR Position: Q1 2026 in Review

Creative Planning increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 263% in Q1 2026, buying an estimated $812K and bringing the position to 25,061 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Creative Planning first reported a position in XJR in Q2 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Creative Planning held 25,061 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.09M as of Q1 2026.
  • Creative Planning bought 18,163 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $812K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2385 holding.
  • Creative Planning first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.