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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
8,429
-1,730
-17% -$68.4K 0.24% 42
2025
Q1
$382K Sell
10,159
-2,380
-19% -$89.5K 0.26% 45
2024
Q4
$516K Buy
+12,539
New +$516K 0.32% 41