Cherry Tree Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Cherry Tree Wealth Management’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$84K	Hold
2025 Q1	$80K	Hold
2024 Q4	$87.4K	Hold
2024 Q3	$88.8K	Hold
2024 Q2	$80.5K	Buy