BWG
XJR icon

Beta Wealth Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Beta Wealth Group’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Buy
+15,308
New +$605K 0.22% 58