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XJRXJR
Showing 8 of 23 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

OSAIC HOLDINGS, INC. holds 8,152 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $429,999 as of 2026-Q2. The position was increased (+10.6% shares). XJR represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$429,999

Current Shares

8,152

Total Value Change

+$364,445

Total Shares Change

+6,584

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,152
+10.6%
$429,9990.0%$52.75
26
2026-Q1
Unchanged
7,368
0.0%
$320,7850.0%$45.46
0
2025-Q4
Increased
7,368
+33.5%
$313,7170.0%$43.12
30
2025-Q3
Decreased
5,521
-6.4%
$235,0570.0%$42.22
0
2025-Q2
Increased
5,897
+16.2%
$233,2140.0%$39.26
27
2025-Q1
Increased
5,074
+5.4%
$190,8730.0%$37.04
24
2024-Q4
Increased
4,815
+207.1%
$198,0310.0%$40.65
37
2024-Q3
Increased
1,568
+17.0%
$65,5540.0%$40.80
24

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

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