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

Bank of New York Mellon’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 		$1.54M Buy
29,144
+100
+0.3% +$4.85K ﹤0.01% 3107
2026
Q1 		$1.26M Buy
+29,044
New +$1.3M ﹤0.01% 3074

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
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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bank of New York Mellon's XJR Position: Q2 2026 in Review

Bank of New York Mellon increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.34% in Q2 2026, buying an estimated $4.85K and bringing the position to 29,144 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Bank of New York Mellon first reported a position in XJR in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Bank of New York Mellon held 29,144 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.54M as of Q2 2026.
  • Bank of New York Mellon bought 100 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $4.85K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3107 holding.
  • Bank of New York Mellon first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.