LPL Financial
XJR icon

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

LPL Financial’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 		$2.61M Buy
59,977
+5,794
+11% +$259K ﹤0.01% 3247
2025
Q4 		$2.31M Sell
54,183
-1,167
-2% -$49.5K ﹤0.01% 3263
2025
Q3 		$2.36M Buy
55,350
+22,151
+67% +$918K ﹤0.01% 3171
2025
Q2 		$1.31M Buy
33,199
+3,908
+13% +$146K ﹤0.01% 3506
2025
Q1 		$1.1M Sell
29,291
-3,787
-11% -$153K ﹤0.01% 3472
2024
Q4 		$1.36M Buy
33,078
+6,453
+24% +$275K ﹤0.01% 3225
2024
Q3 		$1.11M Buy
26,625
+3,961
+17% +$160K ﹤0.01% 3288
2024
Q2 		$858K Buy
22,664
+13,218
+140% +$501K ﹤0.01% 3401
2024
Q1 		$370K Sell
9,446
-6,999
-43% -$263K ﹤0.01% 4037
2023
Q4 		$629K Buy
16,445
+10,356
+170% +$351K ﹤0.01% 3475
2023
Q3 		$201K Buy
+6,089
New +$214K ﹤0.01% 4237

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's XJR Position: Q1 2026 in Review

LPL Financial increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 11% in Q1 2026, buying an estimated $259K and bringing the position to 59,977 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

LPL Financial first reported a position in XJR in Q3 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • LPL Financial held 59,977 shares of iShares ESG Screened S&P Small-Cap ETF worth $2.61M as of Q1 2026.
  • LPL Financial bought 5,794 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $259K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3247 holding.
  • LPL Financial first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.