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 Q1	$2.35M	Buy	+53,875	New	+$2.41M	1.51%	23

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invera Wealth Advisors's XJR Position: Q1 2026 in Review

Invera Wealth Advisors opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 53,875 shares worth $2.35M. The stake represents 1.51% of the portfolio and ranks #23 among its holdings.

95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Invera Wealth Advisors held 53,875 shares of iShares ESG Screened S&P Small-Cap ETF worth $2.35M as of Q1 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Invera Wealth Advisors position in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up 1.51% of Invera Wealth Advisors's portfolio in Q1 2026, its #23 holding.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.