Rockefeller Capital Management
XJR icon

Rockefeller Capital Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Rockefeller Capital 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 		$202K Hold
3,827
– – ﹤0.01% 2596
2026
Q1 		$167K Hold
3,827
– – ﹤0.01% 2599
2025
Q4 		$163K Sell
3,827
-35
-0.9% -$1.49K ﹤0.01% 2470
2025
Q3 		$164K Buy
+3,862
New +$160K ﹤0.01% 2333

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

Rockefeller Capital Management's XJR Position: Q2 2026 in Review

Rockefeller Capital Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 3,827 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Rockefeller Capital Management first reported a position in XJR in Q3 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Rockefeller Capital Management held 3,827 shares of iShares ESG Screened S&P Small-Cap ETF worth $202K as of Q2 2026.
  • Rockefeller Capital Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2596 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.