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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
Q2 		$340K Buy
6,451
+193
+3% +$9.35K 0.01% 866
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

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

PFG Investments's XJR Position: Q2 2026 in Review

PFG Investments increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.1% in Q2 2026, buying an estimated $9.35K and bringing the position to 6,451 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #866.

PFG Investments first reported a position in XJR in Q3 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • PFG Investments held 6,451 shares of iShares ESG Screened S&P Small-Cap ETF worth $340K as of Q2 2026.
  • PFG Investments bought 193 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $9.35K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #866 holding.
  • PFG Investments first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.