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Kestra Advisory Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,416
Closed -$60.3K – 4424
2025
Q4 		$60.3K Buy
+1,416
New +$60.1K ﹤0.01% 3819

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

Kestra Advisory Services's XJR Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 1,416 shares — an estimated $60.3K sold.

Kestra Advisory Services first reported a position in XJR in Q4 2025 and held it in 1 quarter. The position peaked at $60.3K in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,416 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $60.3K.
  • Kestra Advisory Services first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares ESG Screened S&P Small-Cap ETF position peaked at $60.3K 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.