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

Fidelity Investments’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 		$58.6K Buy
1,345
+1,270
+1,693% +$56.8K ﹤0.01% 4057
2025
Q4 		$3.18K Sell
75
-19
-20% -$806 ﹤0.01% 4965
2025
Q3 		$4.01K Buy
94
+3
+3% +$124 ﹤0.01% 4832
2025
Q2 		$3.6K Sell
91
-459
-83% -$17.1K ﹤0.01% 4766
2025
Q1 		$20.7K Sell
550
-61
-10% -$2.46K ﹤0.01% 4215
2024
Q4 		$25.1K Buy
+611
New +$26.1K ﹤0.01% 4127
2022
Q2 		– Sell
-1
Closed – – 5549
2022
Q1 		$0 Buy
+1
New +$38 ﹤0.01% 5547

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

Fidelity Investments's XJR Position: Q1 2026 in Review

Fidelity Investments increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 1,693% in Q1 2026, buying an estimated $56.8K and bringing the position to 1,345 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

Fidelity Investments first reported a position in XJR in Q1 2022 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Fidelity Investments held 1,345 shares of iShares ESG Screened S&P Small-Cap ETF worth $58.6K as of Q1 2026.
  • Fidelity Investments bought 1,270 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $56.8K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4057 holding.
  • Fidelity Investments first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.