Carson Wealth (CWM LLC)’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
488
+2
| +0.4% | +$78 | ﹤0.01% | 3957 |
|
|
2025
Q1 | $18K | Hold |
486
| – | – | ﹤0.01% | 3771 |
|
|
2024
Q4 | $20K | Buy |
486
+5
| +1% | +$206 | ﹤0.01% | 3451 |
|
|
2024
Q3 | $20K | Buy |
481
+2
| +0.4% | +$83 | ﹤0.01% | 3371 |
|
|
2024
Q2 | $18K | Buy |
479
+2
| +0.4% | +$75 | ﹤0.01% | 3198 |
|
|
2024
Q1 | $19K | Hold |
477
| – | – | ﹤0.01% | 2952 |
|
|
2023
Q4 | $18K | Buy |
477
+2
| +0.4% | +$75 | ﹤0.01% | 2855 |
|
|
2023
Q3 | $16K | Buy |
+475
| New | +$16K | ﹤0.01% | 2854 |
|