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	$315K	Sell	5,971 -288	-5%	-$14K	0.03%	183
2026 Q1	$273K	Sell	6,259 -117	-2%	-$5.23K	0.03%	192
2025 Q4	$271K	Hold	6,376	–	–	0.03%	191
2025 Q3	$271K	Buy	6,376 +45	+0.7%	+$1.87K	0.03%	180
2025 Q2	$250K	Sell	6,331 -1,377	-18%	-$51.4K	0.03%	183
2025 Q1	$290K	Sell	7,708 -172	-2%	-$6.95K	0.05%	151
2024 Q4	$324K	Sell	7,880 -363	-4%	-$15.5K	0.05%	141
2024 Q3	$345K	Buy	8,243 +790	+11%	+$31.8K	0.06%	134
2024 Q2	$282K	Buy	7,453 +1,627	+28%	+$61.7K	0.05%	142
2024 Q1	$228K	Sell	5,826 -352	-6%	-$13.2K	0.05%	155
2023 Q4	$236K	Buy	+6,178	New	+$210K	0.05%	142

Other funds holding XJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Legacy Edge Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 4.6% in Q2 2026, selling an estimated $14K and leaving 5,971 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #183.

Legacy Edge Advisors first reported a position in XJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $345K in Q3 2024. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Legacy Edge Advisors held 5,971 shares of iShares ESG Screened S&P Small-Cap ETF worth $315K as of Q2 2026.
Legacy Edge Advisors sold 288 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $14K.
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 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $345K in Q3 2024.
102 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.