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XJRXJR
6 quarters

Position history for FWFocus Partners Wealth's holdings in ISHARES TR

Yes. Focus Partners Wealth holds 77,488 shares of XJR, worth $4.1M, as of its Q2 2026 13F filing. It reduced the position by 15,033 shares (-16.3%) from Q1 2026. Focus Partners Wealth has held XJR since Q1 2025, across 6 quarterly 13F filings.

Current Value

$4.1M

Current Shares

77,488

Total Value Change

+$2.1M

Total Shares Change

+24,079

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
77,488
-16.3%
$4.1M0.0%$52.60
0
2026-Q1
Increased
92,521
+0.4%
$4M0.0%$43.29
27
2025-Q4
Increased
92,153
+3.1%
$3.9M0.0%$42.34
27
2025-Q3
Increased
89,414
+3.3%
$3.8M0.0%$42.15
28
2025-Q2
Increased
86,570
+62.1%
$3.4M0.0%$39.05
38
2025-Q1
New
53,409
-
$2M0.0%$37.01
36

Other major holders of XJR: BANK OF AMERICA CORP /DE/, KEYBANK NATIONAL ASSOCIATION/OH, LPL Financial LLC, FRANKLIN TEMPLETON INC

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