SageView Advisory Group, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in XJR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 XJR | $747,789 | 17,562 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XJR | $713,858 | 16,773 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 XJR | $620,895 | 15,699 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 XJR | $519,850 | 13,817 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||