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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
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

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

NorthRock Partners's XJR Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 37% in Q1 2026, buying an estimated $89.4K and bringing the position to 7,352 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #504.

NorthRock Partners first reported a position in XJR in Q1 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • NorthRock Partners held 7,352 shares of iShares ESG Screened S&P Small-Cap ETF worth $320K as of Q1 2026.
  • NorthRock Partners bought 2,000 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $89.4K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #504 holding.
  • NorthRock Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.