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SageView Advisory Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

SageView Advisory Group’s Portfolio XJR Stock Details XJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$638K Buy
15,699
+1,882
+14% +$76.5K 0.02% 321
2025
Q1 		$520K Buy
+13,817
New +$520K 0.02% 338