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Robertson Stephens Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Robertson Stephens Wealth Management’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 		$555K Buy
10,517
+383
+4% +$18.6K 0.01% 425
2026
Q1 		$441K Buy
10,134
+3,338
+49% +$149K 0.01% 441
2025
Q4 		$289K Hold
6,796
– – 0.01% 527
2025
Q3 		$289K Sell
6,796
-196
-3% -$8.13K 0.01% 452
2025
Q2 		$277K Buy
+6,992
New +$261K 0.01% 471

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

Robertson Stephens Wealth Management's XJR Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 10,517 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #425.

Robertson Stephens Wealth Management first reported a position in XJR in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Robertson Stephens Wealth Management held 10,517 shares of iShares ESG Screened S&P Small-Cap ETF worth $555K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 383 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $18.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.