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Private Advisor Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Private Advisor Group’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 		$385K Buy
8,845
+790
+10% +$35.3K ﹤0.01% 2024
2025
Q4 		$343K Buy
8,055
+31
+0.4% +$1.32K ﹤0.01% 2065
2025
Q3 		$341K Buy
8,024
+73
+0.9% +$3.03K ﹤0.01% 1995
2025
Q2 		$314K Buy
7,951
+234
+3% +$8.74K ﹤0.01% 1962
2025
Q1 		$290K Buy
7,717
+1,000
+15% +$40.4K ﹤0.01% 1898
2024
Q4 		$276K Buy
6,717
+71
+1% +$3.03K ﹤0.01% 1909
2024
Q3 		$278K Buy
+6,646
New +$268K ﹤0.01% 1998

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

Private Advisor Group's XJR Position: Q1 2026 in Review

Private Advisor Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 9.8% in Q1 2026, buying an estimated $35.3K and bringing the position to 8,845 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Private Advisor Group 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.

  • Private Advisor Group held 8,845 shares of iShares ESG Screened S&P Small-Cap ETF worth $385K as of Q1 2026.
  • Private Advisor Group bought 790 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $35.3K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2024 holding.
  • Private Advisor Group 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 Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.