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Wood Tarver Financial Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-2,266
Closed -$89K – 662
2025
Q2 		$89K Hold
2,266
– – 0.03% 222
2025
Q1 		$85.3K Hold
2,266
– – 0.03% 217
2024
Q4 		$93K Buy
+2,266
New +$96.7K 0.03% 204

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wood Tarver Financial Group's XJR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q3 2025, closing a stake of 2,266 shares — an estimated $89K sold.

Wood Tarver Financial Group first reported a position in XJR in Q4 2024 and held it in 3 quarters. The position peaked at $93K in Q4 2024. 81 funds tracked by Wall St. Rank hold XJR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,266 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2025, an estimated $89K.
  • Wood Tarver Financial Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $93K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.