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
Q2 		$6.83M Buy
+129,428
New +$6.27M ﹤0.01% 3322
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America's XJR Position: Q2 2026 in Review

Bank of America opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 129,428 shares worth $6.83M. The stake represents ﹤0.01% of the portfolio and ranks #3322 among its holdings. This is a return to the name: Bank of America previously reported a position in XJR as recently as Q4 2025.

Bank of America first reported a position in XJR in Q1 2023 and has held it in 13 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Bank of America held 129,428 shares of iShares ESG Screened S&P Small-Cap ETF worth $6.83M as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Bank of America position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3322 holding.
  • Bank of America first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.