KeyBank National Association
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KeyBank National Association’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

KeyBank National Association’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 		$5.78M Buy
109,527
+13,187
+14% +$639K 0.02% 296
2026
Q1 		$4.19M Buy
+96,340
New +$4.31M 0.02% 327

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KeyBank National Association's XJR Position: Q2 2026 in Review

KeyBank National Association increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 14% in Q2 2026, buying an estimated $639K and bringing the position to 109,527 shares worth $5.78M. The position accounts for 0.02% of the portfolio, ranked #296.

KeyBank National Association 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.

  • KeyBank National Association held 109,527 shares of iShares ESG Screened S&P Small-Cap ETF worth $5.78M as of Q2 2026.
  • KeyBank National Association bought 13,187 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $639K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of KeyBank National Association's portfolio in Q2 2026, its #296 holding.
  • KeyBank National Association 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 KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.