TFO
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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
Q2 		$528K Buy
10,013
+2,399
+32% +$116K 0.08% 67
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Tarbox Family Office's XJR Position: Q2 2026 in Review

Tarbox Family Office increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 32% in Q2 2026, buying an estimated $116K and bringing the position to 10,013 shares worth $528K. The position accounts for 0.08% of the portfolio, ranked #67.

Tarbox Family Office first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Tarbox Family Office held 10,013 shares of iShares ESG Screened S&P Small-Cap ETF worth $528K as of Q2 2026.
  • Tarbox Family Office bought 2,399 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $116K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.08% of Tarbox Family Office's portfolio in Q2 2026, its #67 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 10 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.