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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
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Covestor's XJR Position: Q1 2026 in Review

Covestor reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 1.1% in Q1 2026, selling an estimated $45 and leaving 88 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Covestor first reported a position in XJR in Q4 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Covestor held 88 shares of iShares ESG Screened S&P Small-Cap ETF worth $4K as of Q1 2026.
  • Covestor sold 1 iShares ESG Screened S&P Small-Cap ETF share in Q1 2026, an estimated $45.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1892 holding.
  • Covestor first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.