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 Q1	$4.19M	Buy	+96,340	New	+$4.31M	0.02%	327

Other funds holding XJR

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

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 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

KeyBank National Association's XJR Position: Q1 2026 in Review

KeyBank National Association opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 96,340 shares worth $4.19M. The stake represents 0.02% of the portfolio and ranks #327 among its holdings.

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

KeyBank National Association held 96,340 shares of iShares ESG Screened S&P Small-Cap ETF worth $4.19M as of Q1 2026.
iShares ESG Screened S&P Small-Cap ETF was a new KeyBank National Association position in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up 0.02% of KeyBank National Association's portfolio in Q1 2026, its #327 holding.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.