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

Key Financial Inc’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 Q3	$29.4K	Hold	610	–	–	﹤0.01%	637
2026 Q2	$32.2K	Hold	610	–	–	0.01%	632
2026 Q1	$26.6K	Hold	610	–	–	﹤0.01%	667
2025 Q4	$26K	Hold	610	–	–	﹤0.01%	667
2025 Q3	$26K	Hold	610	–	–	﹤0.01%	662
2025 Q2	$24.1K	Hold	610	–	–	﹤0.01%	649
2025 Q1	$23K	Hold	610	–	–	0.01%	633
2024 Q4	$25.1K	Buy	+610	New	+$26K	0.01%	603

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Key Financial Inc's XJR Position: Q3 2026 in Review

Key Financial Inc held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q3 2026 at 610 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Key Financial Inc first reported a position in XJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.2K in Q2 2026. 50 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

Key Financial Inc held 610 shares of iShares ESG Screened S&P Small-Cap ETF worth $29.4K as of Q3 2026.
Key Financial Inc left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #637 holding.
Key Financial Inc first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Key Financial Inc's iShares ESG Screened S&P Small-Cap ETF position peaked at $32.2K in Q2 2026.
50 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.