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GPS Wealth Strategies Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-208
Closed -$8.85K – 1606
2025
Q3 		$8.85K Buy
208
+58
+39% +$2.4K ﹤0.01% 1115
2025
Q2 		$5.93K Hold
150
– – ﹤0.01% 1157
2025
Q1 		$5.64K Buy
+150
New +$6.06K ﹤0.01% 1122

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 $4.91B AUM 31.75% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GPS Wealth Strategies Group's XJR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 208 shares — an estimated $8.85K sold.

GPS Wealth Strategies Group first reported a position in XJR in Q1 2025 and held it in 3 quarters. The position peaked at $8.85K in Q3 2025. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 208 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $8.85K.
  • GPS Wealth Strategies Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and held it in 3 quarters.
  • GPS Wealth Strategies Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $8.85K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.