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

Parkworth Wealth Management’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
2025
Q2 		$209K Buy
5,297
+20
+0.4% +$747 0.15% 58
2025
Q1 		$199K Hold
5,277
– – 0.16% 56
2024
Q4 		$217K Buy
+5,277
New +$225K 0.18% 49

Other funds holding XJR

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Parkworth Wealth Management's XJR Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.38% in Q2 2025, buying an estimated $747 and bringing the position to 5,297 shares worth $209K. The position accounts for 0.15% of the portfolio, ranked #58.

Parkworth Wealth Management first reported a position in XJR in Q4 2024 and has held it in 3 quarters since. The position peaked at $217K in Q4 2024. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

  • Parkworth Wealth Management held 5,297 shares of iShares ESG Screened S&P Small-Cap ETF worth $209K as of Q2 2025.
  • Parkworth Wealth Management bought 20 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $747.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.15% of Parkworth Wealth Management's portfolio in Q2 2025, its #58 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $217K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.