Blue Trust Inc’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 | $25.9K | Hold |
655
| – | – | ﹤0.01% | 1613 |
|
|
2025
Q1 | $24.6K | Buy |
655
+58
| +10% | +$2.18K | ﹤0.01% | 1592 |
|
|
2024
Q4 | $24.5K | Hold |
597
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q3 | $22.6K | Hold |
597
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q2 | $23.4K | Hold |
597
| – | – | ﹤0.01% | 1586 |
|
|
2024
Q1 | $23.4K | Hold |
597
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q4 | $20K | Buy |
597
+11
| +2% | +$369 | ﹤0.01% | 1305 |
|
|
2023
Q3 | $21K | Buy |
586
+37
| +7% | +$1.33K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $19K | Buy |
+549
| New | +$19K | ﹤0.01% | 1072 |
|