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

Stratos Wealth Partners’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 		$208K Buy
+3,942
New +$191K ﹤0.01% 1604
2025
Q4 		– Sell
-5,276
Closed -$225K – 1660
2025
Q3 		$225K Buy
5,276
+15
+0.3% +$622 ﹤0.01% 1406
2025
Q2 		$208K Buy
+5,261
New +$196K ﹤0.01% 1319
2025
Q1 		– Sell
-5,345
Closed -$220K – 1513
2024
Q4 		$220K Buy
+5,345
New +$228K ﹤0.01% 1304

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
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

Stratos Wealth Partners's XJR Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 3,942 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in XJR as recently as Q3 2025.

Stratos Wealth Partners first reported a position in XJR in Q4 2024 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Stratos Wealth Partners held 3,942 shares of iShares ESG Screened S&P Small-Cap ETF worth $208K as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Stratos Wealth Partners position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1604 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Stratos Wealth Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $225K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.