Raymond James Financial
XJR icon

Raymond James Financial’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Raymond James Financial’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 		$637K Sell
14,631
-1,752
-11% -$78.3K ﹤0.01% 4186
2025
Q4 		$698K Sell
16,383
-22
-0.1% -$934 ﹤0.01% 4021
2025
Q3 		$698K Sell
16,405
-1,206
-7% -$50K ﹤0.01% 3920
2025
Q2 		$697K Buy
17,611
+1,989
+13% +$74.3K ﹤0.01% 3797
2025
Q1 		$588K Sell
15,622
-115
-0.7% -$4.65K ﹤0.01% 3829
2024
Q4 		$647K Buy
+15,737
New +$671K ﹤0.01% 3743

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 $445B AUM 25.58% 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

Raymond James Financial's XJR Position: Q1 2026 in Review

Raymond James Financial reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 11% in Q1 2026, selling an estimated $78.3K and leaving 14,631 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

Raymond James Financial first reported a position in XJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q3 2025. 96 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Raymond James Financial held 14,631 shares of iShares ESG Screened S&P Small-Cap ETF worth $637K as of Q1 2026.
  • Raymond James Financial sold 1,752 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $78.3K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4186 holding.
  • Raymond James Financial first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares ESG Screened S&P Small-Cap ETF position peaked at $698K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.