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

GGM Financials’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	$106K	Buy	+2,002	New	+$97K	0.04%	116

Other funds holding XJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

GGM Financials's XJR Position: Q2 2026 in Review

GGM Financials opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 2,002 shares worth $106K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings.

102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

GGM Financials held 2,002 shares of iShares ESG Screened S&P Small-Cap ETF worth $106K as of Q2 2026.
iShares ESG Screened S&P Small-Cap ETF was a new GGM Financials position in Q2 2026.
iShares ESG Screened S&P Small-Cap ETF made up 0.04% of GGM Financials's portfolio in Q2 2026, its #116 holding.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.