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Ritter Daniher Financial Advisory’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Ritter Daniher Financial Advisory’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 		$48.5K Hold
919
– – 0.01% 281
2026
Q1 		$40K Buy
919
+82
+10% +$3.67K 0.01% 290
2025
Q4 		$35.6K Hold
837
– – 0.01% 302
2025
Q3 		$35.6K Sell
837
-222
-21% -$9.2K 0.01% 252
2025
Q2 		$41.9K Hold
1,059
– – 0.01% 190
2025
Q1 		$39.8K Buy
+1,059
New +$42.8K 0.01% 179

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
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

Ritter Daniher Financial Advisory's XJR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 919 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #281.

Ritter Daniher Financial Advisory first reported a position in XJR in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 919 shares of iShares ESG Screened S&P Small-Cap ETF worth $48.5K as of Q2 2026.
  • Ritter Daniher Financial Advisory 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 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #281 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.