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

Harbour 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
2025 Q3	–	Sell	-538	Closed	-$21.3K	–	3865
2025 Q2	$21.3K	Sell	538 -66	-11%	-$2.46K	﹤0.01%	2202
2025 Q1	$22.7K	Hold	604	–	–	﹤0.01%	2135
2024 Q4	$24.8K	Hold	604	–	–	﹤0.01%	2025
2024 Q3	$25.3K	Hold	604	–	–	﹤0.01%	1950
2024 Q2	$22.9K	Hold	604	–	–	﹤0.01%	1893
2024 Q1	$23.7K	Hold	604	–	–	﹤0.01%	1877
2023 Q4	$23.1K	Buy	+604	New	+$20.5K	﹤0.01%	1813
2023 Q2	–	Sell	-1,800	Closed	-$61K	–	3131
2023 Q1	$61K	Hold	1,800	–	–	﹤0.01%	1269
2022 Q4	$59.8K	Buy	+1,800	New	+$60.6K	﹤0.01%	1226

Other funds holding XJR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's XJR Position: Q3 2025 in Review

Harbour Investments sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2025, closing a stake of 538 shares — an estimated $21.3K sold.

Harbour Investments first reported a position in XJR in Q4 2022 and held it in 9 quarters. The position peaked at $61K in Q1 2023. 81 funds tracked by Wall St. Rank hold XJR as of Q3 2025.

Harbour Investments reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Harbour Investments sold 538 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2025, an estimated $21.3K.
Harbour Investments first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and held it in 9 quarters.
Harbour Investments's iShares ESG Screened S&P Small-Cap ETF position peaked at $61K in Q1 2023.
81 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.