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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
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

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

Whittier Trust's XJR Position: Q1 2026 in Review

Whittier Trust held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 144 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Whittier Trust first reported a position in XJR in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Whittier Trust held 144 shares of iShares ESG Screened S&P Small-Cap ETF worth $6.37K as of Q1 2026.
  • Whittier Trust left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1177 holding.
  • Whittier Trust first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.