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Whittier Trust’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Whittier Trust’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 		$7.5K Hold
144
– – ﹤0.01% 1173
2026
Q1 		$6.37K Hold
144
– – ﹤0.01% 1177
2025
Q4 		$6.36K Hold
144
– – ﹤0.01% 1200
2025
Q3 		$6.18K Hold
144
– – ﹤0.01% 1200
2025
Q2 		$5.69K Hold
144
– – ﹤0.01% 1323
2025
Q1 		$5.42K Hold
144
– – ﹤0.01% 1307
2024
Q4 		$5.92K Buy
+144
New +$6.14K ﹤0.01% 1346

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

Whittier Trust's XJR Position: Q2 2026 in Review

Whittier Trust held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 144 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Whittier Trust first reported a position in XJR in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Whittier Trust held 144 shares of iShares ESG Screened S&P Small-Cap ETF worth $7.5K as of Q2 2026.
  • Whittier Trust left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1173 holding.
  • Whittier Trust first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.