Arax Advisory Partners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Arax Advisory Partners’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	$21.5K	Buy	407 +150	+58%	+$7.27K	﹤0.01%	3915
2026 Q1	$11.2K	Hold	257	–	–	﹤0.01%	2386
2025 Q4	$10.9K	Buy	+257	New	+$10.9K	﹤0.01%	2420
2025 Q3	–	Sell	-257	Closed	-$10.2K	–	4334
2025 Q2	$10.2K	Hold	257	–	–	﹤0.01%	1957
2025 Q1	$9.67K	Buy	+257	New	+$10.4K	﹤0.01%	1574

Other funds holding XJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Arax Advisory Partners's XJR Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 58% in Q2 2026, buying an estimated $7.27K and bringing the position to 407 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

Arax Advisory Partners first reported a position in XJR in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Arax Advisory Partners held 407 shares of iShares ESG Screened S&P Small-Cap ETF worth $21.5K as of Q2 2026.
Arax Advisory Partners bought 150 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $7.27K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3915 holding.
Arax Advisory Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.