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

Spire 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	$2.06K	Hold	39	–	–	﹤0.01%	2006
2026 Q1	$1.7K	Hold	39	–	–	﹤0.01%	2066
2025 Q4	$1.66K	Hold	39	–	–	﹤0.01%	2131
2025 Q3	$1.66K	Hold	39	–	–	﹤0.01%	2196
2025 Q2	$1.54K	Hold	39	–	–	﹤0.01%	2223
2025 Q1	$1.47K	Hold	39	–	–	﹤0.01%	2327
2024 Q4	$1.6K	Hold	39	–	–	﹤0.01%	2290
2024 Q3	$1.63K	Hold	39	–	–	﹤0.01%	2034
2024 Q2	$1.48K	Hold	39	–	–	﹤0.01%	2061
2024 Q1	$1.53K	Buy	39 +9	+30%	+$338	﹤0.01%	2143
2023 Q4	$1.11K	Hold	30	–	–	﹤0.01%	2247
2023 Q3	$992	Hold	30	–	–	﹤0.01%	2250
2023 Q2	$1.05K	Hold	30	–	–	﹤0.01%	2302
2023 Q1	$1.02K	Buy	+30	New	+$1.05K	﹤0.01%	2385

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

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

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

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

Spire Wealth Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 39 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Spire Wealth Management first reported a position in XJR in Q1 2023 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Spire Wealth Management held 39 shares of iShares ESG Screened S&P Small-Cap ETF worth $2.06K as of Q2 2026.
Spire 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 Spire Wealth Management's portfolio in Q2 2026, its #2006 holding.
Spire Wealth Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
16 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.