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XJRXJR
5 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

Creative Planning holds 25,654 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $1.4M as of 2026-Q2. The position was increased (+2.4% shares). XJR represents 0.0% of Creative Planning's portfolio.

Current Value

$1.4M

Current Shares

25,654

Total Value Change

+$1.1M

Total Shares Change

+18,713

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,654
+2.4%
$1.4M0.0%$52.75
26
2026-Q1
Increased
25,061
+263.3%
$1.1M0.0%$45.46
41
2025-Q4
Decreased
6,898
-0.6%
$293,7170.0%$43.12
0
2025-Q3
Unchanged
6,941
0.0%
$295,4090.0%$42.22
0
2025-Q2
New
6,941
-
$274,5170.0%$39.26
32

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

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