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

Bailard Foster City, California $4.91B AUM 31.75% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services's XJR Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.6% in Q2 2026, buying an estimated $6.74K and bringing the position to 5,392 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

Commonwealth Equity Services first reported a position in XJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $337K in Q4 2024. 41 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Commonwealth Equity Services held 5,392 shares of iShares ESG Screened S&P Small-Cap ETF worth $284K as of Q2 2026.
Commonwealth Equity Services bought 139 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $6.74K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3801 holding.
Commonwealth Equity Services first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's iShares ESG Screened S&P Small-Cap ETF position peaked at $337K in Q4 2024.
41 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.