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

Rogco LP’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 		$58.3K Buy
+1,338
New +$59.8K 0.02% 133

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

Rogco LP's XJR Position: Q1 2026 in Review

Rogco LP opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 1,338 shares worth $58.3K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings.

95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Rogco LP held 1,338 shares of iShares ESG Screened S&P Small-Cap ETF worth $58.3K as of Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Rogco LP position in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Rogco LP's portfolio in Q1 2026, its #133 holding.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.