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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$926K	Buy	17,560 +56	+0.3%	+$2.71K	0.03%	257
2026 Q1	$762K	Sell	17,504 -58	-0.3%	-$2.59K	0.03%	269
2025 Q4	$748K	Buy	17,562 +789	+5%	+$33.5K	0.03%	291
2025 Q3	$714K	Buy	16,773 +1,074	+7%	+$44.5K	0.02%	315
2025 Q2	$638K	Buy	15,699 +1,882	+14%	+$70.3K	0.02%	321
2025 Q1	$520K	Buy	+13,817	New	+$558K	0.02%	338

Other funds holding XJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

SageView Advisory Group's XJR Position: Q2 2026 in Review

SageView Advisory Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.32% in Q2 2026, buying an estimated $2.71K and bringing the position to 17,560 shares worth $926K. The position accounts for 0.03% of the portfolio, ranked #257.

SageView Advisory Group first reported a position in XJR in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

SageView Advisory Group held 17,560 shares of iShares ESG Screened S&P Small-Cap ETF worth $926K as of Q2 2026.
SageView Advisory Group bought 56 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $2.71K.
iShares ESG Screened S&P Small-Cap ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #257 holding.
SageView Advisory Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.