Integrated Wealth Concepts’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Integrated Wealth Concepts’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	$10.6K	Buy	+200	New	+$9.69K	﹤0.01%	4523

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

Integrated Wealth Concepts's XJR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 200 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #4523 among its holdings.

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

Integrated Wealth Concepts held 200 shares of iShares ESG Screened S&P Small-Cap ETF worth $10.6K as of Q2 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4523 holding.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.