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

Heck Capital 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 		$341K Sell
6,462
-162
-2% -$7.85K 0.02% 175
2026
Q1 		$288K Sell
6,624
-183
-3% -$8.18K 0.02% 182
2025
Q4 		$290K Buy
6,807
+336
+5% +$14.3K 0.02% 192
2025
Q3 		$275K Sell
6,471
-17
-0.3% -$705 0.02% 178
2025
Q2 		$257K Buy
6,488
+214
+3% +$7.99K 0.02% 167
2025
Q1 		$236K Sell
6,274
-7,459
-54% -$301K 0.03% 147
2024
Q4 		$565K Buy
13,733
+6,904
+101% +$295K 0.02% 185
2024
Q3 		$286K Sell
6,829
-503
-7% -$20.3K 0.03% 134
2024
Q2 		$278K Buy
7,332
+240
+3% +$9.1K 0.03% 128
2024
Q1 		$278K Sell
7,092
-37
-0.5% -$1.39K 0.04% 124
2023
Q4 		$273K Sell
7,129
-145
-2% -$4.92K 0.04% 120
2023
Q3 		$240K Buy
7,274
+447
+7% +$15.7K 0.04% 119
2023
Q2 		$239K Sell
6,827
-41
-0.6% -$1.37K 0.04% 115
2023
Q1 		$233K Buy
6,868
+1,515
+28% +$53.2K 0.04% 109
2022
Q4 		$178K Buy
+5,353
New +$180K 0.03% 117

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

Heck Capital Advisors's XJR Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.4% in Q2 2026, selling an estimated $7.85K and leaving 6,462 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #175.

Heck Capital Advisors first reported a position in XJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $565K in Q4 2024. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Heck Capital Advisors held 6,462 shares of iShares ESG Screened S&P Small-Cap ETF worth $341K as of Q2 2026.
  • Heck Capital Advisors sold 162 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $7.85K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Heck Capital Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Heck Capital Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $565K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.