NorthRock Partners
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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
Q3 		$456K Buy
9,439
+1,826
+24% +$93.5K 0.01% 456
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% -$8.52K ﹤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 $30.6B AUM 20.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

NorthRock Partners's XJR Position: Q3 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 24% in Q3 2026, buying an estimated $93.5K and bringing the position to 9,439 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #456.

NorthRock Partners first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • NorthRock Partners held 9,439 shares of iShares ESG Screened S&P Small-Cap ETF worth $456K as of Q3 2026.
  • NorthRock Partners bought 1,826 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $93.5K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q3 2026, its #456 holding.
  • NorthRock Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.