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JNBA Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

JNBA Financial Advisors’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 		$1.17M Sell
26,949
-718
-3% -$32.1K 0.1% 87
2025
Q4 		$1.18M Buy
27,667
+1,893
+7% +$80.3K 0.1% 84
2025
Q3 		$1.1M Sell
25,774
-476
-2% -$19.7K 0.1% 88
2025
Q2 		$1.04M Buy
26,250
+4,434
+20% +$166K 0.1% 89
2025
Q1 		$821K Sell
21,816
-3,376
-13% -$136K 0.09% 96
2024
Q4 		$1.04M Buy
25,192
+2,358
+10% +$101K 0.11% 85
2024
Q3 		$955K Buy
22,834
+1,874
+9% +$75.5K 0.1% 90
2024
Q2 		$794K Buy
20,960
+3,593
+21% +$136K 0.08% 104
2024
Q1 		$680K Buy
17,367
+4,663
+37% +$175K 0.07% 118
2023
Q4 		$486K Buy
12,704
+251
+2% +$8.51K 0.06% 137
2023
Q3 		$412K Sell
12,453
-168
-1% -$5.9K 0.05% 139
2023
Q2 		$442K Buy
12,621
+490
+4% +$16.4K 0.05% 137
2023
Q1 		$411K Buy
12,131
+560
+5% +$19.6K 0.05% 140
2022
Q4 		$384K Buy
11,571
+1,950
+20% +$65.6K 0.05% 144
2022
Q3 		$295K Buy
9,621
+1,605
+20% +$54.8K 0.05% 156
2022
Q2 		$260K Buy
8,016
+3,433
+75% +$119K 0.04% 163
2022
Q1 		$174K Buy
4,583
+1,494
+48% +$56.8K 0.02% 197
2021
Q4 		$126K Buy
3,089
+1,073
+53% +$43.3K 0.02% 218
2021
Q3 		$78K Buy
2,016
+1,463
+265% +$57.1K 0.01% 250
2021
Q2 		$22K Buy
+553
New +$22K ﹤0.01% 389

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

JNBA Financial Advisors's XJR Position: Q1 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.6% in Q1 2026, selling an estimated $32.1K and leaving 26,949 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #87.

JNBA Financial Advisors first reported a position in XJR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • JNBA Financial Advisors held 26,949 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.17M as of Q1 2026.
  • JNBA Financial Advisors sold 718 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $32.1K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.1% of JNBA Financial Advisors's portfolio in Q1 2026, its #87 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • JNBA Financial Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.18M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.