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

Invera Wealth 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 		$3.07M Buy
58,124
+4,249
+8% +$206K 1.64% 20
2026
Q1 		$2.35M Buy
+53,875
New +$2.41M 1.51% 23

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invera Wealth Advisors's XJR Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 7.9% in Q2 2026, buying an estimated $206K and bringing the position to 58,124 shares worth $3.07M. The position accounts for 1.64% of the portfolio, ranked #20.

Invera Wealth Advisors first reported a position in XJR in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Invera Wealth Advisors held 58,124 shares of iShares ESG Screened S&P Small-Cap ETF worth $3.07M as of Q2 2026.
  • Invera Wealth Advisors bought 4,249 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $206K.
  • iShares ESG Screened S&P Small-Cap ETF made up 1.64% of Invera Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.