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XJRXJR
6 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

Lido Advisors, LLC holds 11,662 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $615,141 as of 2026-Q2. The position was increased (+10.2% shares). XJR represents 0.0% of Lido Advisors, LLC's portfolio.

Current Value

$615,141

Current Shares

11,662

Total Value Change

-$23,975

Total Shares Change

-5,325

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,662
+10.2%
$615,1410.0%$52.75
27
2026-Q1
Increased
10,582
+9.9%
$460,7520.0%$45.46
26
2025-Q4
Increased
9,629
+3.6%
$409,8330.0%$43.12
25
2025-Q3
Decreased
9,291
-9.7%
$395,4370.0%$42.22
0
2025-Q2
Decreased
10,284
-39.5%
$406,7430.0%$39.26
0
2025-Q1
New
16,987
-
$639,1160.0%$37.04
34

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

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