BMD
Better Money Decisions’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
34,450
+1,469
| +4% | +$58.1K | 0.83% | 27 |
|
|
2025
Q1 | $1.24M | Buy |
32,981
+4,026
| +14% | +$151K | 0.83% | 25 |
|
|
2024
Q4 | $1.19M | Buy |
28,955
+440
| +2% | +$18.1K | 0.83% | 25 |
|
|
2024
Q3 | $1.19M | Buy |
28,515
+218
| +0.8% | +$9.12K | 0.85% | 24 |
|
|
2024
Q2 | $1.07M | Buy |
28,297
+4,825
| +21% | +$183K | 0.81% | 26 |
|
|
2024
Q1 | $919K | Sell |
23,472
-6
| -0% | -$235 | 0.73% | 28 |
|
|
2023
Q4 | $898K | Buy |
23,478
+8,200
| +54% | +$314K | 0.75% | 27 |
|
|
2023
Q3 | $505K | Buy |
15,278
+2,567
| +20% | +$84.9K | 0.44% | 33 |
|
|
2023
Q2 | $445K | Buy |
12,711
+355
| +3% | +$12.4K | 0.36% | 38 |
|
|
2023
Q1 | $419K | Buy |
12,356
+3,804
| +44% | +$129K | 0.35% | 39 |
|
|
2022
Q4 | $284K | Buy |
8,552
+1,970
| +30% | +$65.4K | 0.25% | 51 |
|
|
2022
Q3 | $202K | Buy |
6,582
+1,971
| +43% | +$60.5K | 0.2% | 57 |
|
|
2022
Q2 | $149K | Buy |
+4,611
| New | +$149K | 0.13% | 69 |
|