Compass Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $30.1K | Buy |
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|
2024
Q4 | $12.3K | Hold |
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2024
Q3 | $12.5K | Hold |
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|
2024
Q2 | $11.4K | Hold |
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|
2024
Q1 | $11.8K | Hold |
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|
2023
Q4 | $11.5K | Hold |
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|
2023
Q3 | $9.92K | Hold |
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|
2023
Q2 | $10.5K | Hold |
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|
2023
Q1 | $10.2K | Hold |
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|
2022
Q4 | $9.97K | Buy |
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