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

StrongBox Wealth’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 		$25.4K Buy
+482
New +$23.4K 0.01% 211

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

StrongBox Wealth's XJR Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 482 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

28 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • StrongBox Wealth held 482 shares of iShares ESG Screened S&P Small-Cap ETF worth $25.4K as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new StrongBox Wealth position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #211 holding.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.