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XJRXJR
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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

D.A. DAVIDSON & CO. holds 13,384 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $705,952 as of 2026-Q2. The position was increased (+0.3% shares). XJR represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$705,952

Current Shares

13,384

Total Value Change

+$186,287

Total Shares Change

+955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,384
+0.3%
$705,9520.0%$52.75
25
2026-Q1
Increased
13,337
+0.3%
$580,6590.0%$45.46
24
2025-Q4
Increased
13,300
+5.3%
$566,3140.0%$43.12
26
2025-Q3
Increased
12,637
+5.7%
$537,8310.0%$42.22
26
2025-Q2
Increased
11,956
+3.7%
$472,8600.0%$39.26
25
2025-Q1
Decreased
11,531
-6.4%
$433,8400.0%$37.04
0
2024-Q4
Decreased
12,324
-0.8%
$506,9090.0%$40.65
0
2024-Q3
Increased
12,429
+8.9%
$519,6650.0%$40.80
26

Other major holders of XJR: BANK OF AMERICA CORP /DE/, KEYBANK NATIONAL ASSOCIATION/OH, Focus Partners Wealth

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