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WestHill Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

WestHill Financial Advisors’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 		$374K Buy
+7,750
New +$397K 0.06% 65

Other funds holding XJR

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WestHill Financial Advisors's XJR Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2026: 7,750 shares worth $374K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings.

12 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • WestHill Financial Advisors held 7,750 shares of iShares ESG Screened S&P Small-Cap ETF worth $374K as of Q3 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new WestHill Financial Advisors position in Q3 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.06% of WestHill Financial Advisors's portfolio in Q3 2026, its #65 holding.
  • 12 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.