MWM
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Mission Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Mission Wealth Management’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 		$301K Hold
5,703
– – ﹤0.01% 875
2026
Q1 		$248K Sell
5,703
-2,061
-27% -$92.1K 0.01% 656
2025
Q4 		$331K Sell
7,764
-204
-3% -$8.66K 0.01% 591
2025
Q3 		$339K Sell
7,968
-65
-0.8% -$2.69K 0.01% 575
2025
Q2 		$318K Buy
+8,033
New +$300K 0.01% 570

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mission Wealth Management's XJR Position: Q2 2026 in Review

Mission Wealth Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 5,703 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Mission Wealth Management first reported a position in XJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $339K in Q3 2025. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Mission Wealth Management held 5,703 shares of iShares ESG Screened S&P Small-Cap ETF worth $301K as of Q2 2026.
  • Mission Wealth Management 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 Mission Wealth Management's portfolio in Q2 2026, its #875 holding.
  • Mission Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $339K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.