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Bartlett & Co Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bartlett & Co Wealth Management’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 		$361K Buy
6,835
+2,025
+42% +$98.1K ﹤0.01% 394
2026
Q1 		$230K Buy
+4,810
New +$215K ﹤0.01% 435

Other funds holding XJR

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

Bartlett & Co Wealth Management's XJR Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 42% in Q2 2026, buying an estimated $98.1K and bringing the position to 6,835 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Bartlett & Co Wealth Management first reported a position in XJR in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Bartlett & Co Wealth Management held 6,835 shares of iShares ESG Screened S&P Small-Cap ETF worth $361K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 2,025 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $98.1K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.