Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 8518 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8635 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8638 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8649 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8652 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8583 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8373 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8159 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7856 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7868 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7694 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7586 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7447 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7317 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7075 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6817 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6573 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6373 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6163 |
|