Savant Capital
XJR icon

Savant Capital’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Savant Capital’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 		$201K Sell
4,167
-1,423
-25% -$72.9K ﹤0.01% 2213
2026
Q2 		$295K Sell
5,590
-2
-0% -$97 ﹤0.01% 1515
2026
Q1 		$243K Sell
5,592
-885
-14% -$39.6K ﹤0.01% 1301
2025
Q4 		$276K Sell
6,477
-269
-4% -$11.4K ﹤0.01% 1105
2025
Q3 		$287K Buy
+6,746
New +$280K ﹤0.01% 1053

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

Savant Capital's XJR Position: Q3 2026 in Review

Savant Capital reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 25% in Q3 2026, selling an estimated $72.9K and leaving 4,167 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Savant Capital first reported a position in XJR in Q3 2025 and has held it in 5 quarters since. The position peaked at $295K in Q2 2026. 86 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

  • Savant Capital held 4,167 shares of iShares ESG Screened S&P Small-Cap ETF worth $201K as of Q3 2026.
  • Savant Capital sold 1,423 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $72.9K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #2213 holding.
  • Savant Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Savant Capital's iShares ESG Screened S&P Small-Cap ETF position peaked at $295K 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 Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.