SWP
XJR icon

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

Stratos Wealth Partners’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
2025
Q4 		– Sell
-5,276
Closed -$225K – 1660
2025
Q3 		$225K Buy
5,276
+15
+0.3% +$622 ﹤0.01% 1406
2025
Q2 		$208K Buy
+5,261
New +$196K ﹤0.01% 1319
2025
Q1 		– Sell
-5,345
Closed -$220K – 1513
2024
Q4 		$220K Buy
+5,345
New +$228K ﹤0.01% 1304

Other funds holding XJR

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stratos Wealth Partners's XJR Position: Q4 2025 in Review

Stratos Wealth Partners sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 5,276 shares — an estimated $225K sold.

Stratos Wealth Partners first reported a position in XJR in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q3 2025. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Stratos Wealth Partners reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,276 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $225K.
  • Stratos Wealth Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $225K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.