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

GHP Investment Advisors’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	$29.1K	Buy	553 +2	+0.4%	+$97	﹤0.01%	651
2026 Q1	$24K	Hold	551	–	–	﹤0.01%	671
2025 Q4	$23.5K	Buy	551 +2	+0.4%	+$85	﹤0.01%	627
2025 Q3	$23.4K	Buy	549 +2	+0.4%	+$83	﹤0.01%	612
2025 Q2	$21.6K	Buy	547 +2	+0.4%	+$75	﹤0.01%	619
2025 Q1	$20.5K	Hold	545	–	–	﹤0.01%	603
2024 Q4	$22.4K	Buy	545 +6	+1%	+$256	﹤0.01%	591
2024 Q3	$22.5K	Buy	539 +3	+0.6%	+$121	﹤0.01%	604
2024 Q2	$20.3K	Buy	536 +2	+0.4%	+$76	﹤0.01%	592
2024 Q1	$20.9K	Hold	534	–	–	﹤0.01%	574
2023 Q4	$20.4K	Hold	534	–	–	﹤0.01%	570
2023 Q3	$17.1K	Buy	534 +2	+0.4%	+$70	﹤0.01%	621
2023 Q2	$19.1K	Buy	532 +2	+0.4%	+$67	﹤0.01%	594
2023 Q1	$18K	Buy	530 +2	+0.4%	+$70	﹤0.01%	593
2022 Q4	$17.6K	Buy	528 +144	+38%	+$4.85K	﹤0.01%	601
2022 Q3	$12K	Hold	384	–	–	﹤0.01%	650
2022 Q2	$12K	Buy	384 +1	+0.3%	+$35	﹤0.01%	656
2022 Q1	$15K	Buy	+383	New	+$14.6K	﹤0.01%	653

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

GHP Investment Advisors's XJR Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.36% in Q2 2026, buying an estimated $97 and bringing the position to 553 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

GHP Investment Advisors first reported a position in XJR in Q1 2022 and has held it in 18 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

GHP Investment Advisors held 553 shares of iShares ESG Screened S&P Small-Cap ETF worth $29.1K as of Q2 2026.
GHP Investment Advisors bought 2 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $97.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #651 holding.
GHP Investment Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.