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Golden State Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Golden State Wealth 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
Q2 		$53.1K Buy
1,007
+3
+0.3% +$145 ﹤0.01% 715
2026
Q1 		$43.7K Hold
1,004
– – ﹤0.01% 718
2025
Q4 		$42.8K Buy
+1,004
New +$42.6K ﹤0.01% 731

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Golden State Wealth Management's XJR Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.3% in Q2 2026, buying an estimated $145 and bringing the position to 1,007 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Golden State Wealth Management first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Golden State Wealth Management held 1,007 shares of iShares ESG Screened S&P Small-Cap ETF worth $53.1K as of Q2 2026.
  • Golden State Wealth Management bought 3 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $145.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Golden State Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.