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Legacy Edge Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Legacy Edge Advisors’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 		$250K Buy
6,331
+72
+1% +$3.49K 0.03% 183
2026
Q1 		$273K Sell
6,259
-117
-2% -$5.23K 0.03% 192
2025
Q4 		$271K Buy
+6,376
New +$271K 0.03% 191

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

Legacy Edge Advisors's XJR Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 1.2% in Q2 2026, buying an estimated $3.49K and bringing the position to 6,331 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #183.

Legacy Edge Advisors first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q1 2026. 62 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Legacy Edge Advisors held 6,331 shares of iShares ESG Screened S&P Small-Cap ETF worth $250K as of Q2 2026.
  • Legacy Edge Advisors bought 72 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $3.49K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #183 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $273K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.