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XJR icon

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

Covestor’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 		$5K Hold
88
– – ﹤0.01% 1893
2026
Q1 		$4K Sell
88
-1
-1% -$45 ﹤0.01% 1892
2025
Q4 		$4K Sell
89
-1
-1% -$42 ﹤0.01% 1863
2025
Q3 		$4K Sell
90
-2
-2% -$83 ﹤0.01% 1869
2025
Q2 		$4K Buy
92
+67
+268% +$2.5K ﹤0.01% 1775
2025
Q1 		$1K Buy
25
+1
+4% +$40 ﹤0.01% 2137
2024
Q4 		$1K Sell
24
-4
-14% -$171 ﹤0.01% 2164
2024
Q3 		$1K Sell
28
-39
-58% -$1.57K ﹤0.01% 2127
2024
Q2 		$3K Buy
67
+2
+3% +$76 ﹤0.01% 1817
2024
Q1 		$3K Sell
65
-2
-3% -$75 ﹤0.01% 1823
2023
Q4 		$3K Buy
67
+27
+68% +$916 ﹤0.01% 1813
2023
Q3 		$1K Sell
40
-2
-5% -$70 ﹤0.01% 2025
2023
Q2 		$1K Buy
42
+27
+180% +$903 ﹤0.01% 2038
2023
Q1 		$1K Buy
15
+9
+150% +$316 ﹤0.01% 1917
2022
Q4 		$0 Buy
+6
New +$202 ﹤0.01% 2672

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

Covestor's XJR Position: Q2 2026 in Review

Covestor held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 88 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Covestor first reported a position in XJR in Q4 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Covestor held 88 shares of iShares ESG Screened S&P Small-Cap ETF worth $5K as of Q2 2026.
  • Covestor left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1893 holding.
  • Covestor first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.