Steward Partners Investment Advisory’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Steward Partners Investment Advisory’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	$131K	Hold	3,000	–	–	﹤0.01%	2228
2025 Q4	$128K	Hold	3,000	–	–	﹤0.01%	2159
2025 Q3	$128K	Buy	3,000 +1,000	+50%	+$41.5K	﹤0.01%	2091
2025 Q2	$79.1K	Sell	2,000 -1,204	-38%	-$45K	﹤0.01%	2241
2025 Q1	$121K	Hold	3,204	–	–	﹤0.01%	1914
2024 Q4	$132K	Buy	3,204 +500	+18%	+$21.3K	﹤0.01%	1836
2024 Q3	$113K	Hold	2,704	–	–	﹤0.01%	1816
2024 Q2	$102K	Hold	2,704	–	–	﹤0.01%	1765
2024 Q1	$106K	Buy	2,704 +1,204	+80%	+$45.2K	﹤0.01%	1736
2023 Q4	$57.4K	Buy	+1,500	New	+$50.9K	﹤0.01%	1919

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's XJR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 3,000 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Steward Partners Investment Advisory first reported a position in XJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $132K in Q4 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Steward Partners Investment Advisory held 3,000 shares of iShares ESG Screened S&P Small-Cap ETF worth $131K as of Q1 2026.
Steward Partners Investment Advisory left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2228 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's iShares ESG Screened S&P Small-Cap ETF position peaked at $132K in Q4 2024.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.