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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
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
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
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Key Financial Inc's XJR Position: Q2 2026 in Review

Key Financial Inc held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 610 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #632.

Key Financial Inc first reported a position in XJR in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Key Financial Inc held 610 shares of iShares ESG Screened S&P Small-Cap ETF worth $32.2K as of Q2 2026.
  • Key Financial Inc left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #632 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 7 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.