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

PFG Investments’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 		$272K Hold
6,258
– – 0.01% 909
2025
Q4 		$266K Buy
6,258
+24
+0.4% +$1.02K 0.01% 872
2025
Q3 		$265K Buy
6,234
+21
+0.3% +$871 0.01% 849
2025
Q2 		$246K Buy
6,213
+21
+0.3% +$784 0.01% 817
2025
Q1 		$233K Buy
6,192
+400
+7% +$16.2K 0.01% 826
2024
Q4 		$238K Buy
5,792
+196
+4% +$8.36K 0.01% 815
2024
Q3 		$234K Buy
+5,596
New +$225K 0.02% 829

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

PFG Investments's XJR Position: Q1 2026 in Review

PFG Investments held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 6,258 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #909.

PFG Investments first reported a position in XJR in Q3 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • PFG Investments held 6,258 shares of iShares ESG Screened S&P Small-Cap ETF worth $272K as of Q1 2026.
  • PFG Investments left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of PFG Investments's portfolio in Q1 2026, its #909 holding.
  • PFG Investments first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.