Commonwealth Equity Services
XJR icon

Commonwealth Equity Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-5,392
Closed -$284K – 4576
2026
Q2 		$284K Buy
5,392
+139
+3% +$6.74K ﹤0.01% 3801
2026
Q1 		$229K Buy
5,253
+390
+8% +$17.4K ﹤0.01% 3872
2025
Q4 		$207K Sell
4,863
-83
-2% -$3.52K ﹤0.01% 3959
2025
Q3 		$211K Sell
4,946
-393
-7% -$16.3K ﹤0.01% 3915
2025
Q2 		$211K Sell
5,339
-2,335
-30% -$87.2K ﹤0.01% 3884
2025
Q1 		$289K Sell
7,674
-514
-6% -$20.8K ﹤0.01% 3531
2024
Q4 		$337K Buy
8,188
+189
+2% +$8.06K ﹤0.01% 3310
2024
Q3 		$334K Sell
7,999
-183
-2% -$7.37K ﹤0.01% 3264
2024
Q2 		$310K Buy
+8,182
New +$310K ﹤0.01% 3259

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Commonwealth Equity Services's XJR Position: Q3 2026 in Review

Commonwealth Equity Services sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2026, closing a stake of 5,392 shares — an estimated $284K sold.

Commonwealth Equity Services first reported a position in XJR in Q2 2024 and held it in 9 quarters. The position peaked at $337K in Q4 2024. 50 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Commonwealth Equity Services reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,392 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $284K.
  • Commonwealth Equity Services first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and held it in 9 quarters.
  • Commonwealth Equity Services's iShares ESG Screened S&P Small-Cap ETF position peaked at $337K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.