Sprinkle Financial Consultants’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Sprinkle Financial Consultants’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	$417K	Buy	7,912 +24	+0.3%	+$1.16K	0.16%	79
2026 Q1	$343K	Hold	7,888	–	–	0.16%	80
2025 Q4	$336K	Buy	7,888 +32	+0.4%	+$1.36K	0.17%	71
2025 Q3	$334K	Buy	7,856 +28	+0.4%	+$1.16K	0.19%	65
2025 Q2	$310K	Buy	7,828 +30	+0.4%	+$1.12K	0.19%	68
2025 Q1	$293K	Buy	7,798 +487	+7%	+$19.7K	0.19%	66
2024 Q4	$301K	Buy	7,311 +77	+1%	+$3.29K	0.2%	60
2024 Q3	$302K	Buy	7,234 +38	+0.5%	+$1.53K	0.22%	59
2024 Q2	$273K	Buy	+7,196	New	+$273K	0.21%	60

Other funds holding XJR

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sprinkle Financial Consultants's XJR Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.3% in Q2 2026, buying an estimated $1.16K and bringing the position to 7,912 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #79.

Sprinkle Financial Consultants first reported a position in XJR in Q2 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Sprinkle Financial Consultants held 7,912 shares of iShares ESG Screened S&P Small-Cap ETF worth $417K as of Q2 2026.
Sprinkle Financial Consultants bought 24 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $1.16K.
iShares ESG Screened S&P Small-Cap ETF made up 0.16% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #79 holding.
Sprinkle Financial Consultants first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.