Better Money Decisions’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
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2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $919K | Sell |
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|
2023
Q4 | $898K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $149K | Buy |
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