Clearstead Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Clearstead Advisors’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	$20.4K	Buy	+386	New	+$18.7K	﹤0.01%	1787

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

Clearstead Advisors's XJR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 386 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings.

102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Clearstead Advisors held 386 shares of iShares ESG Screened S&P Small-Cap ETF worth $20.4K as of Q2 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Clearstead Advisors position in Q2 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1787 holding.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.