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Cambridge Financial Group (Arizona)’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Cambridge Financial Group (Arizona)’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 		$641K Hold
12,161
– – 0.2% 83
2026
Q1 		$529K Hold
12,161
– – 0.18% 99
2025
Q4 		$504K Hold
12,161
– – 0.18% 99
2025
Q3 		$518K Hold
12,161
– – 0.17% 101
2025
Q2 		$481K Hold
12,161
– – 0.18% 85
2025
Q1 		$457K Hold
12,161
– – 0.19% 87
2024
Q4 		$500K Hold
12,161
– – 0.21% 75
2024
Q3 		$508K Sell
12,161
-75
-0.6% -$3.02K 0.21% 77
2024
Q2 		$463K Hold
12,236
– – 0.21% 77
2024
Q1 		$479K Hold
12,236
– – 0.23% 73
2023
Q4 		$468K Buy
+12,236
New +$415K 0.24% 71

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s XJR Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 12,161 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #83.

Cambridge Financial Group (Arizona) first reported a position in XJR in Q4 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 12,161 shares of iShares ESG Screened S&P Small-Cap ETF worth $641K as of Q2 2026.
  • Cambridge Financial Group (Arizona) 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 0.2% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #83 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.