Focus Partners Wealth
XJR icon

Focus Partners Wealth’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Focus Partners Wealth’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 		$4.03M Buy
92,521
+368
+0.4% +$16.4K ﹤0.01% 1015
2025
Q4 		$3.92M Buy
92,153
+2,739
+3% +$116K ﹤0.01% 1038
2025
Q3 		$3.81M Buy
89,414
+2,844
+3% +$118K 0.01% 830
2025
Q2 		$3.42M Buy
86,570
+33,161
+62% +$1.24M 0.01% 778
2025
Q1 		$2.01M Buy
+53,409
New +$2.16M 0.01% 845

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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 $376B 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 $141B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return