VFA
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Valeo Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Valeo Financial 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 		$351K Hold
6,653
– – 0.01% 564
2026
Q1 		$290K Sell
6,653
-625
-9% -$27.9K 0.01% 565
2025
Q4 		$310K Buy
7,278
+14
+0.2% +$594 0.01% 612
2025
Q3 		$309K Buy
7,264
+21
+0.3% +$871 0.01% 598
2025
Q2 		$286K Buy
7,243
+212
+3% +$7.92K 0.01% 593
2025
Q1 		$265K Buy
7,031
+188
+3% +$7.59K 0.01% 559
2024
Q4 		$281K Buy
6,843
+75
+1% +$3.2K 0.01% 564
2024
Q3 		$283K Buy
+6,768
New +$273K 0.01% 547

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Valeo Financial Advisors's XJR Position: Q2 2026 in Review

Valeo Financial Advisors held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 6,653 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #564.

Valeo Financial Advisors first reported a position in XJR in Q3 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Valeo Financial Advisors held 6,653 shares of iShares ESG Screened S&P Small-Cap ETF worth $351K as of Q2 2026.
  • Valeo Financial Advisors 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 Valeo Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • Valeo Financial Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.