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Avantax Planning Partners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-17,535
Closed -$664K – 489
2024
Q2 		$664K Hold
17,535
– – 0.02% 244
2024
Q1 		$687K Buy
17,535
+25
+0.1% +$938 0.02% 251
2023
Q4 		$670K Sell
17,510
-815
-4% -$27.6K 0.03% 207
2023
Q3 		$606K Hold
18,325
– – 0.03% 208
2023
Q2 		$642K Hold
18,325
– – 0.03% 214
2023
Q1 		$621K Hold
18,325
– – 0.03% 216
2022
Q4 		$609K Hold
18,325
– – 0.02% 219
2022
Q3 		$562K Buy
18,325
+4,025
+28% +$137K 0.03% 211
2022
Q2 		$464K Sell
14,300
-794
-5% -$27.6K 0.02% 220
2022
Q1 		$572K Buy
+15,094
New +$574K 0.02% 213

Other funds holding XJR

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Planning Partners's XJR Position: Q3 2024 in Review

Avantax Planning Partners sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2024, closing a stake of 17,535 shares — an estimated $664K sold.

Avantax Planning Partners first reported a position in XJR in Q1 2022 and held it in 10 quarters. The position peaked at $687K in Q1 2024. 64 funds tracked by Wall St. Rank hold XJR as of Q3 2024.

  • Avantax Planning Partners reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 17,535 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2024, an estimated $664K.
  • Avantax Planning Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and held it in 10 quarters.
  • Avantax Planning Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $687K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.