AAG
XJR icon

Armstrong Advisory Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Armstrong Advisory Group’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
2023
Q1 		– Sell
-430
Closed -$14.3K – 820
2022
Q4 		$14.3K Buy
+430
New +$14.5K ﹤0.01% 536

Other funds holding XJR

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Armstrong Advisory Group's XJR Position: Q1 2023 in Review

Armstrong Advisory Group sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2023, closing a stake of 430 shares — an estimated $14.3K sold.

Armstrong Advisory Group first reported a position in XJR in Q4 2022 and held it in 1 quarter. The position peaked at $14.3K in Q4 2022. 36 funds tracked by Wall St. Rank hold XJR as of Q1 2023.

  • Armstrong Advisory Group reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 430 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2023, an estimated $14.3K.
  • Armstrong Advisory Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Armstrong Advisory Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $14.3K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2023.

Based on Armstrong Advisory Group's 13F filing for Q1 2023, filed 7 Apr 2023.