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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
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 $30.4B AUM 27.51% 1-Year Est. Return
B
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

DeDora Capital's XJR Position: Q2 2026 in Review

DeDora Capital increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.9% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,857 shares worth $520K. The position accounts for 0.11% of the portfolio, ranked #83.

DeDora Capital first reported a position in XJR in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • DeDora Capital held 9,857 shares of iShares ESG Screened S&P Small-Cap ETF worth $520K as of Q2 2026.
  • DeDora Capital bought 368 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.11% of DeDora Capital's portfolio in Q2 2026, its #83 holding.
  • DeDora Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.