Cetera Investment Advisers’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Cetera Investment Advisers’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	$552K	Buy	10,466 +535	+5%	+$25.9K	﹤0.01%	3602
2026 Q1	$432K	Sell	9,931 -706	-7%	-$31.6K	﹤0.01%	3646
2025 Q4	$453K	Buy	10,637 +274	+3%	+$11.6K	﹤0.01%	3521
2025 Q3	$441K	Sell	10,363 -3,075	-23%	-$127K	﹤0.01%	3479
2025 Q2	$531K	Sell	13,438 -4,956	-27%	-$185K	﹤0.01%	2919
2025 Q1	$692K	Sell	18,394 -491	-3%	-$19.8K	﹤0.01%	2579
2024 Q4	$777K	Buy	18,885 +2,375	+14%	+$101K	﹤0.01%	2342
2024 Q3	$690K	Sell	16,510 -1,058	-6%	-$42.6K	﹤0.01%	2390
2024 Q2	$665K	Buy	17,568 +1,327	+8%	+$50.3K	﹤0.01%	2378
2024 Q1	$636K	Buy	+16,241	New	+$610K	﹤0.01%	2427

Other funds holding XJR

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Cetera Investment Advisers's XJR Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 5.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 10,466 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Cetera Investment Advisers first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $777K in Q4 2024. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Cetera Investment Advisers held 10,466 shares of iShares ESG Screened S&P Small-Cap ETF worth $552K as of Q2 2026.
Cetera Investment Advisers bought 535 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $25.9K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3602 holding.
Cetera Investment Advisers first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's iShares ESG Screened S&P Small-Cap ETF position peaked at $777K in Q4 2024.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.