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

McIlrath & Eck’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 		$31.1K Buy
715
+1
+0.1% +$45 ﹤0.01% 690
2025
Q4 		$30.4K Buy
714
+362
+103% +$15.4K ﹤0.01% 436
2025
Q3 		$15K Buy
+352
New +$14.6K ﹤0.01% 559

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

McIlrath & Eck's XJR Position: Q1 2026 in Review

McIlrath & Eck increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.14% in Q1 2026, buying an estimated $45 and bringing the position to 715 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

McIlrath & Eck first reported a position in XJR in Q3 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • McIlrath & Eck held 715 shares of iShares ESG Screened S&P Small-Cap ETF worth $31.1K as of Q1 2026.
  • McIlrath & Eck bought 1 iShares ESG Screened S&P Small-Cap ETF share in Q1 2026, an estimated $45.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #690 holding.
  • McIlrath & Eck first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.