NP
XJR icon

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

NorthRock Partners’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
Q2 		$402K Buy
7,613
+261
+4% +$12.6K 0.01% 476
2026
Q1 		$320K Buy
7,352
+2,000
+37% +$89.4K 0.01% 504
2025
Q4 		$228K Buy
5,352
+473
+10% +$20.1K ﹤0.01% 533
2025
Q3 		$208K Buy
+4,879
New +$202K ﹤0.01% 808
2025
Q2 		– Sell
-3,888
Closed -$146K – 954
2025
Q1 		$146K Sell
3,888
-211
-5% -$8.53K ﹤0.01% 595
2024
Q4 		$169K Buy
4,099
+770
+23% +$32.9K 0.01% 580
2024
Q3 		$139K Buy
3,329
+675
+25% +$27.2K ﹤0.01% 630
2024
Q2 		$101K Buy
2,654
+683
+35% +$25.9K ﹤0.01% 621
2024
Q1 		$77.2K Buy
+1,971
New +$74K ﹤0.01% 641

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

NorthRock Partners's XJR Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.6% in Q2 2026, buying an estimated $12.6K and bringing the position to 7,613 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #476.

NorthRock Partners first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • NorthRock Partners held 7,613 shares of iShares ESG Screened S&P Small-Cap ETF worth $402K as of Q2 2026.
  • NorthRock Partners bought 261 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $12.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #476 holding.
  • NorthRock Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.