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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
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 $30.4B AUM 27.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Savant Capital's XJR Position: Q1 2026 in Review

Savant Capital reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 14% in Q1 2026, selling an estimated $39.6K and leaving 5,592 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Savant Capital first reported a position in XJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q3 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Savant Capital held 5,592 shares of iShares ESG Screened S&P Small-Cap ETF worth $243K as of Q1 2026.
  • Savant Capital sold 885 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $39.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1301 holding.
  • Savant Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Savant Capital's iShares ESG Screened S&P Small-Cap ETF position peaked at $287K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.