How have XJR shares performed in 2023?

iShares ESG Screened S&P Small-Cap ETF's stock was trading at $33.22 on January 1st, 2023. Since then, XJR shares have increased by 6.5% and is now trading at $35.3850. View the best growth stocks for 2023 here .

What does XJR invest in?

iShares ESG Screened S&P Small-Cap ETF is a equity fund issued by iShares. XJR focuses on theme investments and follows the S&P SmallCap 600 Sustainability Screened Index (USD). The fund's investments total to approximately $59.80 million assets under management.

What stocks does iShares ESG Screened S&P Small-Cap ETF hold?

XJR invests in 608 holdings. Some of the stocks in their portfolio include Rambus (RMBS) , Axcelis Technologies (ACLS) , SPS Commerce (SPSC) , Comfort Systems USA (FIX) , ATI (ATI) , Onto Innovation (ONTO) , e.l.f. Beauty (ELF) , Applied Industrial Technologies (AIT) , Meritage Homes (MTH) and The Ensign Group (ENSG) .

What is the management fee for iShares ESG Screened S&P Small-Cap ETF?

iShares ESG Screened S&P Small-Cap ETF's management fee is 0.12% and has no other recorded expenses or fee waivers. The net expense ratio for XJR is 0.12%.

Who are iShares ESG Screened S&P Small-Cap ETF's major shareholders?

iShares ESG Screened S&P Small-Cap ETF's stock is owned by many different retail and institutional investors. Top institutional investors include Cambridge Investment Research Advisors Inc. (1.15%).

How do I buy shares of iShares ESG Screened S&P Small-Cap ETF?

Shares of XJR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull , Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab. Compare Top Brokerages Here .

iShares ESG Screened S&P Small-Cap ETF (XJR) Price, Holdings, & News

$35.38

+0.14 (+0.40%)

(As of 12/8/2023 ET)

Compare

Today's Range: $35.10
▼
$35.49
50-Day Range: $30.74
▼
$35.39
52-Week Range: N/A

Volume: 6,911 shs
Average Volume: N/A
Market Capitalization: $51.31 million

Assets Under Management: $59.80 million
Dividend Yield: 1.42%
Net Expense Ratio: 0.12%

Stock Analysis Chart Holdings Ownership Ratings

About iShares ESG Screened S&P Small-Cap ETF

The iShares ESG Screened S&P Small-Cap ETF (XJR) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap weighted index of US small-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJR was launched on Sep 22, 2020 and is managed by BlackRock.

XJR Stock Price History

30 days | 90 days | 365 days | Advanced Chart

XJR ETF News Headlines

No headlines for this company have been tracked by MarketBeat.com

Receive XJR Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for iShares ESG Screened S&P Small-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.

Fund Details

Issuer: iShares
Fund Name: iShares ESG Screened S&P Small-Cap ETF
Tax Classification: Regulated Investment Company
Stock Exchange: BATS
Current Symbol: BATS:XJR
Inception Date: 9/22/2020
Fund Manager: Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: S&P SmallCap 600 Sustainability Screened Index (USD)
Category: Strategy
Focus: Theme
Development Level: Developed Markets
Region: North America
Number of Holdings: 608

Fund Statistics

Assets Under Management: $59.80 million
Average Daily Volume: $0.00
Discount/Premium: 0.07%

Administrator, Advisor and Custodian

Administrator: The Bank of New York Mellon Corporation
Advisor: BlackRock Fund Advisors
Custodian: The Bank of New York Mellon Corporation
Distributor: BlackRock Investments, LLC
Transfer Agent: The Bank of New York Mellon Corporation
Trustee: N/A
Lead Market Maker: Jane Street

Miscellaneous

Outstanding Shares: 1,450,000
Beta: 1.02
Creation Unit: 50,000
Creation Fee: $776.00

Investing Strategies To Help Grow Your Retirement Income

Need to stretch out your 401K or Roth IRA plan? Use these time-tested investing strategies to grow the monthly retirement income that your stock portfolio generates.

Get This Free Report

iShares ESG Screened S&P Small-Cap ETF Expenses

Type	XJR	Theme ETFs	Equity ETFs	BATS ETFs	All ETFs
Management Fee	0.12%	0.57%	0.53%	0.55%	0.51%
Other Expenses	0.00%	0.76%	0.54%	0.53%	0.57%
Total Expense	0.12%	0.73%	0.70%	0.68%	0.70%
Fee Waiver	0.00%	-0.78%	-0.54%	-0.35%	-0.57%
Net Expense	0.12%	0.60%	0.60%	0.63%	0.57%

iShares ESG Screened S&P Small-Cap ETF (XJR) Holdings & Exposure

Top 10 XJR Holdings

XJR Sector Exposure

XJR Industry Exposure

Full Holdings Details

Similar ETFs

Institutional Ownership

Cambridge Investment Research Advisors Inc.
Bought 548 shares on 10/24/2023
Ownership: 1.149%

View All Institutional Transactions

XJR ETF - Frequently Asked Questions

How have XJR shares performed in 2023?: iShares ESG Screened S&P Small-Cap ETF's stock was trading at $33.22 on January 1st, 2023. Since then, XJR shares have increased by 6.5% and is now trading at $35.3850.
View the best growth stocks for 2023 here.
What does XJR invest in?: iShares ESG Screened S&P Small-Cap ETF is a equity fund issued by iShares. XJR focuses on theme investments and follows the S&P SmallCap 600 Sustainability Screened Index (USD). The fund's investments total to approximately $59.80 million assets under management.
What stocks does iShares ESG Screened S&P Small-Cap ETF hold?: XJR invests in 608 holdings. Some of the stocks in their portfolio include Rambus (RMBS), Axcelis Technologies (ACLS), SPS Commerce (SPSC), Comfort Systems USA (FIX), ATI (ATI), Onto Innovation (ONTO), e.l.f. Beauty (ELF), Applied Industrial Technologies (AIT), Meritage Homes (MTH) and The Ensign Group (ENSG).
What is the management fee for iShares ESG Screened S&P Small-Cap ETF?: iShares ESG Screened S&P Small-Cap ETF's management fee is 0.12% and has no other recorded expenses or fee waivers. The net expense ratio for XJR is 0.12%.

Who are iShares ESG Screened S&P Small-Cap ETF's major shareholders?: iShares ESG Screened S&P Small-Cap ETF's stock is owned by many different retail and institutional investors. Top institutional investors include Cambridge Investment Research Advisors Inc. (1.15%).
How do I buy shares of iShares ESG Screened S&P Small-Cap ETF?: Shares of XJR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

This page (BATS:XJR) was last updated on 12/9/2023 by MarketBeat.com Staff

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial