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XJRXJR
12 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

LPL Financial LLC holds 75,072 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $4M as of 2026-Q2. The position was increased (+25.2% shares). XJR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$4M

Current Shares

75,072

Total Value Change

+$3.8M

Total Shares Change

+68,983

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
75,072
+25.2%
$4M0.0%$52.75
33
2026-Q1
Increased
59,977
+10.7%
$2.6M0.0%$45.46
29
2025-Q4
Decreased
54,183
-2.1%
$2.3M0.0%$43.12
0
2025-Q3
Increased
55,350
+66.7%
$2.4M0.0%$42.22
38
2025-Q2
Increased
33,199
+13.3%
$1.3M0.0%$39.26
29
2025-Q1
Decreased
29,291
-11.4%
$1.1M0.0%$37.04
0
2024-Q4
Increased
33,078
+24.2%
$1.4M0.0%$40.65
31
2024-Q3
Increased
26,625
+17.5%
$1.1M0.0%$40.80
29
2024-Q2
Increased
22,664
+139.9%
$858,3100.0%$36.89
40
2024-Q1
Decreased
9,446
-42.6%
$369,9960.0%$38.01
0
2023-Q4
Increased
16,445
+170.1%
$629,1460.0%$37.13
39
2023-Q3
New
6,089
-
$201,3090.0%$32.08
32

Other major holders of XJR: BANK OF AMERICA CORP /DE/, KEYBANK NATIONAL ASSOCIATION/OH, Focus Partners Wealth

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