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

IFP Advisors’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
2023
Q1 		– Sell
-63,817
Closed -$1.57M – 4461
2022
Q4 		$1.57M Buy
63,817
+63,161
+9,628% +$2.13M 0.04% 445
2022
Q3 		$17K Buy
656
+594
+958% +$20.3K ﹤0.01% 3259
2022
Q2 		$2K Hold
62
– – ﹤0.01% 4217
2022
Q1 		$2K Buy
+62
New +$2.36K ﹤0.01% 4215

Other funds holding XJR

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IFP Advisors's XJR Position: Q1 2023 in Review

IFP Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2023, closing a stake of 63,817 shares — an estimated $1.57M sold.

IFP Advisors first reported a position in XJR in Q1 2022 and held it in 4 quarters. The position peaked at $1.57M in Q4 2022. 36 funds tracked by Wall St. Rank hold XJR as of Q1 2023.

  • IFP Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 63,817 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2023, an estimated $1.57M.
  • IFP Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.57M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.