William Blair & Company
XJR icon

William Blair & Company’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

William Blair & Company’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 		$145K Hold
2,753
– – ﹤0.01% 1625
2026
Q1 		$120K Buy
2,753
+335
+14% +$15K ﹤0.01% 1561
2025
Q4 		$103K Buy
2,418
+39
+2% +$1.66K ﹤0.01% 1558
2025
Q3 		$101K Hold
2,379
– – ﹤0.01% 1556
2025
Q2 		$94.1K Hold
2,379
– – ﹤0.01% 1523
2025
Q1 		$89.5K Hold
2,379
– – ﹤0.01% 1511
2024
Q4 		$97.9K Hold
2,379
– – ﹤0.01% 1528
2024
Q3 		$99.5K Hold
2,379
– – ﹤0.01% 1540
2024
Q2 		$90.1K Buy
2,379
+14
+0.6% +$531 ﹤0.01% 1522
2024
Q1 		$92.6K Sell
2,365
-215
-8% -$8.07K ﹤0.01% 1516
2023
Q4 		$98.7K Buy
2,580
+1,219
+90% +$41.3K ﹤0.01% 1509
2023
Q3 		$45K Buy
1,361
+709
+109% +$24.9K ﹤0.01% 1596
2023
Q2 		$22.8K Hold
652
– – ﹤0.01% 1683
2023
Q1 		$22.1K Hold
652
– – ﹤0.01% 1679
2022
Q4 		$21.7K Buy
+652
New +$21.9K ﹤0.01% 1679

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

William Blair & Company's XJR Position: Q2 2026 in Review

William Blair & Company held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 2,753 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

William Blair & Company first reported a position in XJR in Q4 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • William Blair & Company held 2,753 shares of iShares ESG Screened S&P Small-Cap ETF worth $145K as of Q2 2026.
  • William Blair & Company 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 William Blair & Company's portfolio in Q2 2026, its #1625 holding.
  • William Blair & Company first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.