AssetMark Inc
XJR icon

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

AssetMark Inc’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
2025
Q2 		– Sell
-17
Closed -$640 – 3128
2025
Q1 		$640 Buy
+17
New +$687 ﹤0.01% 2370

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AssetMark Inc's XJR Position: Q2 2025 in Review

AssetMark Inc sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2025, closing a stake of 17 shares — an estimated $640 sold.

AssetMark Inc first reported a position in XJR in Q1 2025 and held it in 1 quarter. The position peaked at $640 in Q1 2025. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

  • AssetMark Inc reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 17 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $640.
  • AssetMark Inc first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's iShares ESG Screened S&P Small-Cap ETF position peaked at $640 in Q1 2025.
  • 84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.