Commonwealth Equity Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$211K Sell
2025
Q1
$289K Sell
2024
Q4
$337K Buy
2024
Q3
$334K Sell
2024
Q2
$310K Buy