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

Highland Financial 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 		$3.03M Buy
57,493
+6,301
+12% +$305K 0.67% 22
2026
Q1 		$2.23M Buy
51,192
+5,063
+11% +$226K 0.59% 20
2025
Q4 		$1.96M Buy
46,129
+776
+2% +$32.9K 0.54% 22
2025
Q3 		$1.93M Buy
45,353
+6,967
+18% +$289K 0.55% 23
2025
Q2 		$1.52M Buy
38,386
+8,417
+28% +$314K 0.49% 25
2025
Q1 		$1.13M Buy
+29,969
New +$1.21M 0.4% 26

Other funds holding XJR

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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Highland Financial Advisors's XJR Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 12% in Q2 2026, buying an estimated $305K and bringing the position to 57,493 shares worth $3.03M. The position accounts for 0.67% of the portfolio, ranked #22.

Highland Financial Advisors first reported a position in XJR in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Highland Financial Advisors held 57,493 shares of iShares ESG Screened S&P Small-Cap ETF worth $3.03M as of Q2 2026.
  • Highland Financial Advisors bought 6,301 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $305K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.67% of Highland Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Highland Financial Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.