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

Balanced Rock Investment 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
2025 Q3	$302K	Sell
2025 Q2	$286K	Sell
2025 Q1	$992K	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.62M	Buy
2024 Q2	$1.43M	Buy
2024 Q1	$1.43M	Buy
2023 Q4	$821K	Buy