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

Advisornet Financial’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
2024 Q1	–	Sell	-919	Closed	-$35.2K	–	2525
2023 Q4	$35.2K	Sell	919 -1,485	-62%	-$50.4K	﹤0.01%	916
2023 Q3	$79.5K	Buy	2,404 +269	+13%	+$9.44K	0.01%	671
2023 Q2	$74.8K	Buy	2,135 +711	+50%	+$23.8K	0.01%	709
2023 Q1	$48.3K	Sell	1,424 -196	-12%	-$6.88K	﹤0.01%	805
2022 Q4	$53.8K	Hold	1,620	–	–	0.01%	769
2022 Q3	$50K	Buy	1,620 +130	+9%	+$4.44K	0.01%	856
2022 Q2	$48K	Hold	1,490	–	–	﹤0.01%	877
2022 Q1	$56K	Buy	+1,490	New	+$56.7K	﹤0.01%	932

Other funds holding XJR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Advisornet Financial's XJR Position: Q1 2024 in Review

Advisornet Financial sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2024, closing a stake of 919 shares — an estimated $35.2K sold.

Advisornet Financial first reported a position in XJR in Q1 2022 and held it in 8 quarters. The position peaked at $79.5K in Q3 2023. 54 funds tracked by Wall St. Rank hold XJR as of Q1 2024.

Advisornet Financial reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 919 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2024, an estimated $35.2K.
Advisornet Financial first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and held it in 8 quarters.
Advisornet Financial's iShares ESG Screened S&P Small-Cap ETF position peaked at $79.5K in Q3 2023.
54 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.