CTWM
Cherry Tree Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Hold |
2,125
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $80K | Hold |
2,125
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $87.4K | Hold |
2,125
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $88.8K | Hold |
2,125
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $80.5K | Buy |
+2,125
| New | +$80.5K | 0.02% | 223 |
|