Pathway Financial Advisors
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
Q3 		$773K Sell
16,011
-298
-2% -$15.3K 0.09% 73
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pathway Financial Advisors's XJR Position: Q3 2026 in Review

Pathway Financial Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 1.8% in Q3 2026, selling an estimated $15.3K and leaving 16,011 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #73.

Pathway Financial Advisors first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $848K in Q2 2026. 86 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Pathway Financial Advisors held 16,011 shares of iShares ESG Screened S&P Small-Cap ETF worth $773K as of Q3 2026.
  • Pathway Financial Advisors sold 298 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $15.3K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.09% of Pathway Financial Advisors's portfolio in Q3 2026, its #73 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 10 quarters since.
  • Pathway Financial Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $848K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.