Bank of America
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Bank of America’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bank of America’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 		– Sell
-1,130
Closed -$48.1K – 6934
2025
Q4 		$48.1K Buy
1,130
+202
+22% +$8.57K ﹤0.01% 5856
2025
Q3 		$39.5K Buy
928
+11
+1% +$456 ﹤0.01% 6905
2025
Q2 		$36.3K Sell
917
-1,308
-59% -$48.9K ﹤0.01% 6907
2025
Q1 		$83.7K Sell
2,225
-1,025
-32% -$41.4K ﹤0.01% 6573
2024
Q4 		$134K Buy
3,250
+2,089
+180% +$89.1K ﹤0.01% 6283
2024
Q3 		$48.5K Sell
1,161
-142
-11% -$5.72K ﹤0.01% 6553
2024
Q2 		$49.3K Buy
1,303
+2
+0.2% +$76 ﹤0.01% 6519
2024
Q1 		$51K Buy
1,301
+243
+23% +$9.12K ﹤0.01% 6512
2023
Q4 		$40.5K Sell
1,058
-234
-18% -$7.94K ﹤0.01% 6657
2023
Q3 		$42.7K Sell
1,292
-395
-23% -$13.9K ﹤0.01% 6540
2023
Q2 		$59.1K Buy
1,687
+366
+28% +$12.2K ﹤0.01% 6398
2023
Q1 		$44.8K Buy
+1,321
New +$46.3K ﹤0.01% 6540

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $4.91B AUM 31.75% 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 $186M AUM 34.94% 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

Bank of America's XJR Position: Q1 2026 in Review

Bank of America sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 1,130 shares — an estimated $48.1K sold.

Bank of America first reported a position in XJR in Q1 2023 and held it in 12 quarters. The position peaked at $134K in Q4 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Bank of America reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,130 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $48.1K.
  • Bank of America first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and held it in 12 quarters.
  • Bank of America's iShares ESG Screened S&P Small-Cap ETF position peaked at $134K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.