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Gould Asset Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Gould Asset Management’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 		$509K Buy
9,650
+495
+5% +$24K 0.08% 113
2026
Q1 		$399K Buy
9,155
+465
+5% +$20.8K 0.07% 124
2025
Q4 		$370K Hold
8,690
– – 0.07% 127
2025
Q3 		$370K Buy
8,690
+75
+0.9% +$3.11K 0.07% 128
2025
Q2 		$341K Hold
8,615
– – 0.07% 128
2025
Q1 		$324K Buy
8,615
+195
+2% +$7.88K 0.07% 125
2024
Q4 		$346K Sell
8,420
-65
-0.8% -$2.77K 0.07% 123
2024
Q3 		$355K Sell
8,485
-120
-1% -$4.83K 0.08% 123
2024
Q2 		$326K Buy
8,605
+50
+0.6% +$1.9K 0.08% 121
2024
Q1 		$335K Buy
8,555
+1,390
+19% +$52.2K 0.08% 122
2023
Q4 		$274K Buy
+7,165
New +$243K 0.07% 126

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
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

Gould Asset Management's XJR Position: Q2 2026 in Review

Gould Asset Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 5.4% in Q2 2026, buying an estimated $24K and bringing the position to 9,650 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #113.

Gould Asset Management first reported a position in XJR in Q4 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Gould Asset Management held 9,650 shares of iShares ESG Screened S&P Small-Cap ETF worth $509K as of Q2 2026.
  • Gould Asset Management bought 495 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $24K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.08% of Gould Asset Management's portfolio in Q2 2026, its #113 holding.
  • Gould Asset Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.