Cetera Investment Advisers’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 | $531K | Sell |
13,438
-4,956
| -27% | -$196K | ﹤0.01% | 2919 |
|
|
2025
Q1 | $692K | Sell |
18,394
-491
| -3% | -$18.5K | ﹤0.01% | 2579 |
|
|
2024
Q4 | $777K | Buy |
18,885
+2,375
| +14% | +$97.7K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $690K | Sell |
16,510
-1,058
| -6% | -$44.2K | ﹤0.01% | 2390 |
|
|
2024
Q2 | $665K | Buy |
17,568
+1,327
| +8% | +$50.3K | ﹤0.01% | 2378 |
|
|
2024
Q1 | $636K | Buy |
+16,241
| New | +$636K | ﹤0.01% | 2427 |
|