Lido Advisors
XJR icon

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

Lido 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 		$461K Buy
10,582
+953
+10% +$42.6K ﹤0.01% 1344
2025
Q4 		$410K Buy
9,629
+338
+4% +$14.3K ﹤0.01% 1386
2025
Q3 		$395K Sell
9,291
-993
-10% -$41.2K ﹤0.01% 1339
2025
Q2 		$407K Sell
10,284
-6,703
-39% -$250K ﹤0.01% 1188
2025
Q1 		$639K Buy
+16,987
New +$686K ﹤0.01% 937

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $4.91B AUM 31.75% 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 $186M AUM 34.94% 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

Lido Advisors's XJR Position: Q1 2026 in Review

Lido Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 9.9% in Q1 2026, buying an estimated $42.6K and bringing the position to 10,582 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Lido Advisors first reported a position in XJR in Q1 2025 and has held it in 5 quarters since. The position peaked at $639K in Q1 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Lido Advisors held 10,582 shares of iShares ESG Screened S&P Small-Cap ETF worth $461K as of Q1 2026.
  • Lido Advisors bought 953 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $42.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1344 holding.
  • Lido Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Lido Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $639K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.