DeDora Capital
XJR icon

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

DeDora Capital’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
-9,857
Closed -$520K – 456
2026
Q2 		$520K Buy
9,857
+368
+4% +$17.8K 0.11% 83
2026
Q1 		$413K Buy
+9,489
New +$424K 0.1% 86

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

DeDora Capital's XJR Position: Q3 2026 in Review

DeDora Capital sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2026, closing a stake of 9,857 shares — an estimated $520K sold.

DeDora Capital first reported a position in XJR in Q1 2026 and held it in 2 quarters. The position peaked at $520K in Q2 2026. 53 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • DeDora Capital reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • DeDora Capital sold 9,857 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $520K.
  • DeDora Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and held it in 2 quarters.
  • DeDora Capital's iShares ESG Screened S&P Small-Cap ETF position peaked at $520K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.