Spire Wealth Management
XJR icon

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

Spire 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
Q3 		$1.88K Hold
39
– – ﹤0.01% 2002
2026
Q2 		$2.06K Hold
39
– – ﹤0.01% 2006
2026
Q1 		$1.7K Hold
39
– – ﹤0.01% 2066
2025
Q4 		$1.66K Hold
39
– – ﹤0.01% 2131
2025
Q3 		$1.66K Hold
39
– – ﹤0.01% 2196
2025
Q2 		$1.54K Hold
39
– – ﹤0.01% 2223
2025
Q1 		$1.47K Hold
39
– – ﹤0.01% 2327
2024
Q4 		$1.6K Hold
39
– – ﹤0.01% 2290
2024
Q3 		$1.63K Hold
39
– – ﹤0.01% 2034
2024
Q2 		$1.48K Hold
39
– – ﹤0.01% 2061
2024
Q1 		$1.53K Buy
39
+9
+30% +$338 ﹤0.01% 2143
2023
Q4 		$1.11K Hold
30
– – ﹤0.01% 2247
2023
Q3 		$992 Hold
30
– – ﹤0.01% 2250
2023
Q2 		$1.05K Hold
30
– – ﹤0.01% 2302
2023
Q1 		$1.02K Buy
+30
New +$1.05K ﹤0.01% 2385

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Spire Wealth Management's XJR Position: Q3 2026 in Review

Spire Wealth Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q3 2026 at 39 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Spire Wealth Management first reported a position in XJR in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.06K in Q2 2026. 59 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Spire Wealth Management held 39 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.88K as of Q3 2026.
  • Spire Wealth Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2002 holding.
  • Spire Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Spire Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $2.06K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.