Biltmore Family Office’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
Q3 | $1.36M | Hold |
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|
2025
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $603K | Hold |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $385K | Buy |
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