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Beta Wealth Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Beta Wealth Group’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 		$755K Buy
14,309
+10
+0.1% +$485 0.28% 60
2026
Q1 		$623K Sell
14,299
-583
-4% -$26.1K 0.26% 68
2025
Q4 		$634K Sell
14,882
-33
-0.2% -$1.4K 0.25% 64
2025
Q3 		$635K Sell
14,915
-393
-3% -$16.3K 0.25% 67
2025
Q2 		$605K Buy
+15,308
New +$572K 0.22% 58

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

Beta Wealth Group's XJR Position: Q2 2026 in Review

Beta Wealth Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.07% in Q2 2026, buying an estimated $485 and bringing the position to 14,309 shares worth $755K. The position accounts for 0.28% of the portfolio, ranked #60.

Beta Wealth Group first reported a position in XJR in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Beta Wealth Group held 14,309 shares of iShares ESG Screened S&P Small-Cap ETF worth $755K as of Q2 2026.
  • Beta Wealth Group bought 10 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $485.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.28% of Beta Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Beta Wealth Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 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 Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.