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Tarbox Family Office’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Tarbox Family Office’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 		$332K Buy
7,614
+277
+4% +$12.4K 0.05% 80
2025
Q4 		$312K Sell
7,337
-193
-3% -$8.19K 0.05% 90
2025
Q3 		$320K Hold
7,530
– – 0.05% 99
2025
Q2 		$298K Sell
7,530
-425
-5% -$15.9K 0.04% 96
2025
Q1 		$299K Buy
7,955
+1,183
+17% +$47.8K 0.05% 95
2024
Q4 		$279K Buy
6,772
+20
+0.3% +$853 0.05% 97
2024
Q3 		$282K Buy
6,752
+812
+14% +$32.7K 0.05% 95
2024
Q2 		$225K Buy
5,940
+636
+12% +$24.1K 0.04% 101
2024
Q1 		$208K Buy
+5,304
New +$199K 0.04% 101

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

Tarbox Family Office's XJR Position: Q1 2026 in Review

Tarbox Family Office increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.8% in Q1 2026, buying an estimated $12.4K and bringing the position to 7,614 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #80.

Tarbox Family Office first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Tarbox Family Office held 7,614 shares of iShares ESG Screened S&P Small-Cap ETF worth $332K as of Q1 2026.
  • Tarbox Family Office bought 277 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $12.4K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.05% of Tarbox Family Office's portfolio in Q1 2026, its #80 holding.
  • Tarbox Family Office first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.