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
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

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

William Blair & Company's XJR Position: Q1 2026 in Review

William Blair & Company increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 14% in Q1 2026, buying an estimated $15K and bringing the position to 2,753 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

William Blair & Company first reported a position in XJR in Q4 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • William Blair & Company held 2,753 shares of iShares ESG Screened S&P Small-Cap ETF worth $120K as of Q1 2026.
  • William Blair & Company bought 335 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $15K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1561 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 14 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.