Armor Investment Advisors’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 | $76.1K | Hold |
1,923
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $72.4K | Hold |
1,923
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $79.1K | Buy |
1,923
+100
| +5% | +$4.11K | 0.03% | 113 |
|
|
2024
Q3 | $76.2K | Buy |
1,823
+35
| +2% | +$1.46K | 0.03% | 117 |
|
|
2024
Q2 | $67.7K | Sell |
1,788
-1,336
| -43% | -$50.6K | 0.03% | 113 |
|
|
2024
Q1 | $122K | Buy |
3,124
+60
| +2% | +$2.35K | 0.06% | 111 |
|
|
2023
Q4 | $117K | Buy |
3,064
+281
| +10% | +$10.8K | 0.06% | 114 |
|
|
2023
Q3 | $92K | Sell |
2,783
-200
| -7% | -$6.61K | 0.05% | 113 |
|
|
2023
Q2 | $104K | Hold |
2,983
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $101K | Hold |
2,983
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $99.1K | Buy |
2,983
+1,111
| +59% | +$36.9K | 0.06% | 123 |
|
|
2022
Q3 | $57K | Hold |
1,872
| – | – | 0.04% | 131 |
|
|
2022
Q2 | $61K | Sell |
1,872
-21
| -1% | -$684 | 0.04% | 125 |
|
|
2022
Q1 | $72K | Buy |
1,893
+504
| +36% | +$19.2K | 0.04% | 127 |
|
|
2021
Q4 | $57K | Buy |
1,389
+253
| +22% | +$10.4K | 0.03% | 129 |
|
|
2021
Q3 | $44K | Buy |
+1,136
| New | +$44K | 0.03% | 137 |
|