GRP
XJR icon

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

Global Retirement Partners’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 		$103K Buy
+1,956
New +$94.8K ﹤0.01% 2041
2025
Q4 		$83K Sell
1,950
-927
-32% -$39.3K ﹤0.01% 2030
2025
Q3 		$122K Buy
2,877
+10
+0.3% +$415 ﹤0.01% 1433
2025
Q2 		$113K Buy
+2,867
New +$107K ﹤0.01% 1373
2024
Q4 		$117K Buy
2,856
+27
+1% +$1.15K ﹤0.01% 1195
2024
Q3 		$118K Buy
2,829
+2,813
+17,581% +$113K ﹤0.01% 1158
2024
Q2 		$606 Buy
+16
New +$607 ﹤0.01% 3265

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
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

Global Retirement Partners's XJR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 1,956 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XJR as recently as Q4 2025.

Global Retirement Partners first reported a position in XJR in Q2 2024 and has held it in 7 quarters since. The position peaked at $122K in Q3 2025. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Global Retirement Partners held 1,956 shares of iShares ESG Screened S&P Small-Cap ETF worth $103K as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2041 holding.
  • Global Retirement Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $122K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.