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

Physician Wealth Advisors’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 		– Sell
-929
Closed -$39.6K – 2253
2025
Q4 		$39.6K Sell
929
-79
-8% -$3.35K 0.01% 428
2025
Q3 		$42.9K Hold
1,008
– – 0.01% 400
2025
Q2 		$39.9K Buy
1,008
+67
+7% +$2.5K 0.01% 379
2025
Q1 		$35.4K Sell
941
-6
-0.6% -$242 0.01% 382
2024
Q4 		$39K Buy
+947
New +$40.4K 0.01% 384

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $4.91B AUM 31.75% 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 $186M AUM 34.94% 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

Physician Wealth Advisors's XJR Position: Q1 2026 in Review

Physician Wealth Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 929 shares — an estimated $39.6K sold.

Physician Wealth Advisors first reported a position in XJR in Q4 2024 and held it in 5 quarters. The position peaked at $42.9K in Q3 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Physician Wealth Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 929 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $39.6K.
  • Physician Wealth Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Physician Wealth Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $42.9K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.