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Fernwood Investment Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-566
Closed -$22.2K – 693
2024
Q1 		$22.2K Buy
+566
New +$21.2K 0.01% 440

Other funds holding XJR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fernwood Investment Management's XJR Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2024, closing a stake of 566 shares — an estimated $22.2K sold.

Fernwood Investment Management first reported a position in XJR in Q1 2024 and held it in 1 quarter. The position peaked at $22.2K in Q1 2024. 62 funds tracked by Wall St. Rank hold XJR as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 566 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2024, an estimated $22.2K.
  • Fernwood Investment Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $22.2K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.