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

Mariner’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	$500K	Buy	11,487 +123	+1%	+$5.5K	﹤0.01%	2494
2025 Q4	$484K	Hold	11,364	–	–	﹤0.01%	2465
2025 Q3	$484K	Sell	11,364 -2,735	-19%	-$113K	﹤0.01%	2459
2025 Q2	$558K	Hold	14,099	–	–	﹤0.01%	2238
2025 Q1	$530K	Buy	14,099 +18	+0.1%	+$727	﹤0.01%	2159
2024 Q4	$579K	Hold	14,081	–	–	﹤0.01%	2067
2024 Q3	$589K	Buy	+14,081	New	+$567K	﹤0.01%	2003

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner's XJR Position: Q1 2026 in Review

Mariner increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 1.1% in Q1 2026, buying an estimated $5.5K and bringing the position to 11,487 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Mariner first reported a position in XJR in Q3 2024 and has held it in 7 quarters since. The position peaked at $589K in Q3 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Mariner held 11,487 shares of iShares ESG Screened S&P Small-Cap ETF worth $500K as of Q1 2026.
Mariner bought 123 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $5.5K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2494 holding.
Mariner first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Mariner's iShares ESG Screened S&P Small-Cap ETF position peaked at $589K in Q3 2024.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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