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Eley Financial Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Eley Financial 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
Q1 		$593K Buy
13,631
+3,207
+31% +$143K 0.21% 61
2025
Q4 		$444K Sell
10,424
-21
-0.2% -$891 0.16% 62
2025
Q3 		$445K Buy
10,445
+765
+8% +$31.7K 0.16% 63
2025
Q2 		$383K Buy
9,680
+160
+2% +$5.98K 0.15% 65
2025
Q1 		$359K Buy
9,520
+1,391
+17% +$56.2K 0.14% 65
2024
Q4 		$334K Buy
8,129
+793
+11% +$33.8K 0.13% 66
2024
Q3 		$307K Buy
7,336
+1,207
+20% +$48.6K 0.12% 65
2024
Q2 		$232K Buy
+6,129
New +$232K 0.1% 66

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $4.91B AUM 31.75% 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 $186M AUM 34.94% 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

Eley Financial Management's XJR Position: Q1 2026 in Review

Eley Financial Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 31% in Q1 2026, buying an estimated $143K and bringing the position to 13,631 shares worth $593K. The position accounts for 0.21% of the portfolio, ranked #61.

Eley Financial Management first reported a position in XJR in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Eley Financial Management held 13,631 shares of iShares ESG Screened S&P Small-Cap ETF worth $593K as of Q1 2026.
  • Eley Financial Management bought 3,207 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $143K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.21% of Eley Financial Management's portfolio in Q1 2026, its #61 holding.
  • Eley Financial Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.