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Householder Group Estate & Retirement Specialist’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$6K Hold
150
– – ﹤0.01% 418
2024
Q3 		$6K Hold
150
– – ﹤0.01% 918
2024
Q2 		$5K Buy
+150
New +$5.69K ﹤0.01% 941

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XJR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q4 2024 at 150 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Householder Group Estate & Retirement Specialist first reported a position in XJR in Q2 2024 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold XJR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 150 shares of iShares ESG Screened S&P Small-Cap ETF worth $6K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q4 2024.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #418 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.