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

Principal Securities’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
Q4 		– Sell
-460
Closed -$19.6K – 3530
2025
Q3 		$19.6K Sell
460
-48
-9% -$1.99K ﹤0.01% 2411
2025
Q2 		$20.1K Sell
508
-1,091
-68% -$40.7K ﹤0.01% 2313
2025
Q1 		$65.8K Hold
1,599
– – ﹤0.01% 1629
2024
Q4 		$65.8K Hold
1,599
– – ﹤0.01% 1627
2024
Q3 		$66.9K Sell
1,599
-269
-14% -$10.8K ﹤0.01% 1568
2024
Q2 		$70.7K Buy
1,868
+225
+14% +$8.53K ﹤0.01% 1455
2024
Q1 		$64.4K Sell
1,643
-223
-12% -$8.37K ﹤0.01% 1453
2023
Q4 		$71.4K Buy
+1,866
New +$63.3K ﹤0.01% 1327

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Principal Securities's XJR Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 460 shares — an estimated $19.6K sold.

Principal Securities first reported a position in XJR in Q4 2023 and held it in 8 quarters. The position peaked at $71.4K in Q4 2023. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 460 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $19.6K.
  • Principal Securities first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Screened S&P Small-Cap ETF position peaked at $71.4K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.