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

Medallion Wealth 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 		$30.9K Buy
710
+26
+4% +$1.16K 0.01% 574
2025
Q4 		$29.1K Buy
684
+87
+15% +$3.69K 0.01% 570
2025
Q3 		$25.4K Hold
597
– – 0.01% 591
2025
Q2 		$23.9K Sell
597
-403
-40% -$15.1K 0.01% 587
2025
Q1 		$37.7K Buy
1,000
+21
+2% +$848 0.02% 466
2024
Q4 		$40.3K Buy
+979
New +$41.8K 0.02% 447

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

Medallion Wealth Advisors's XJR Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.8% in Q1 2026, buying an estimated $1.16K and bringing the position to 710 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #574.

Medallion Wealth Advisors first reported a position in XJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.3K in Q4 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Medallion Wealth Advisors held 710 shares of iShares ESG Screened S&P Small-Cap ETF worth $30.9K as of Q1 2026.
  • Medallion Wealth Advisors bought 26 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $1.16K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #574 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $40.3K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.