Cambridge Financial Group (Arizona)’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 | $481K | Hold |
12,161
| – | – | 0.18% | 85 |
|
|
2025
Q1 | $457K | Hold |
12,161
| – | – | 0.19% | 87 |
|
|
2024
Q4 | $500K | Hold |
12,161
| – | – | 0.21% | 75 |
|
|
2024
Q3 | $508K | Sell |
12,161
-75
| -0.6% | -$3.14K | 0.21% | 77 |
|
|
2024
Q2 | $463K | Hold |
12,236
| – | – | 0.21% | 77 |
|
|
2024
Q1 | $479K | Hold |
12,236
| – | – | 0.23% | 73 |
|
|
2023
Q4 | $468K | Buy |
+12,236
| New | +$468K | 0.24% | 71 |
|