Bank of America’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 | $36.3K | Sell |
917
-1,308
| -59% | -$51.7K | ﹤0.01% | 5900 |
|
|
2025
Q1 | $83.7K | Sell |
2,225
-1,025
| -32% | -$38.6K | ﹤0.01% | 5579 |
|
|
2024
Q4 | $134K | Buy |
3,250
+2,089
| +180% | +$85.9K | ﹤0.01% | 5411 |
|
|
2024
Q3 | $48.5K | Sell |
1,161
-142
| -11% | -$5.94K | ﹤0.01% | 5665 |
|
|
2024
Q2 | $49.3K | Buy |
1,303
+2
| +0.2% | +$76 | ﹤0.01% | 5669 |
|
|
2024
Q1 | $51K | Buy |
1,301
+243
| +23% | +$9.52K | ﹤0.01% | 5644 |
|
|
2023
Q4 | $40.5K | Sell |
1,058
-234
| -18% | -$8.95K | ﹤0.01% | 5722 |
|
|
2023
Q3 | $42.7K | Sell |
1,292
-395
| -23% | -$13.1K | ﹤0.01% | 5643 |
|
|
2023
Q2 | $59.1K | Buy |
1,687
+366
| +28% | +$12.8K | ﹤0.01% | 5539 |
|
|
2023
Q1 | $44.8K | Buy |
+1,321
| New | +$44.8K | ﹤0.01% | 5735 |
|