JY
XJR icon

Jeff Yass’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Jeff Yass’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 		$946K Buy
+17,940
New +$869K ﹤0.01% 8346
2024
Q4 		– Sell
-6,964
Closed -$291K – 13379
2024
Q3 		$291K Sell
6,964
-18,007
-72% -$725K ﹤0.01% 9668
2024
Q2 		$946K Sell
24,971
-4,100
-14% -$155K ﹤0.01% 6722
2024
Q1 		$1.14M Buy
+29,071
New +$1.09M ﹤0.01% 6581

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

Jeff Yass's XJR Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 17,940 shares worth $946K. The stake represents ﹤0.01% of the portfolio and ranks #8346 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XJR as recently as Q3 2024.

Jeff Yass first reported a position in XJR in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2024. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Jeff Yass held 17,940 shares of iShares ESG Screened S&P Small-Cap ETF worth $946K as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Jeff Yass position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8346 holding.
  • Jeff Yass first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • Jeff Yass's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.14M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.