PFA
XJR icon

Pathway Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Pathway Financial Advisors’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 		$848K Buy
16,309
+4,064
+33% +$197K 0.1% 71
2026
Q1 		$538K Hold
12,245
– – 0.07% 87
2025
Q4 		$541K Buy
12,245
+371
+3% +$15.7K 0.07% 92
2025
Q3 		$505K Hold
11,874
– – 0.07% 96
2025
Q2 		$470K Sell
11,874
-81
-0.7% -$3.02K 0.07% 92
2025
Q1 		$450K Buy
11,955
+353
+3% +$14.3K 0.08% 101
2024
Q4 		$477K Buy
11,602
+4,091
+54% +$175K 0.11% 95
2024
Q3 		$314K Buy
+7,511
New +$302K 0.08% 118
2024
Q2 		– Sell
-9,848
Closed -$386K – 179
2024
Q1 		$386K Buy
+9,848
New +$370K 0.1% 101

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 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

Pathway Financial Advisors's XJR Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 33% in Q2 2026, buying an estimated $197K and bringing the position to 16,309 shares worth $848K. The position accounts for 0.1% of the portfolio, ranked #71.

Pathway Financial Advisors first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Pathway Financial Advisors held 16,309 shares of iShares ESG Screened S&P Small-Cap ETF worth $848K as of Q2 2026.
  • Pathway Financial Advisors bought 4,064 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $197K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.1% of Pathway Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Pathway Financial Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.