Covestor’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
Q2 | $4K | Buy |
92
+67
| +268% | +$2.91K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $1K | Buy |
25
+1
| +4% | +$40 | ﹤0.01% | 2133 |
|
|
2024
Q4 | $1K | Sell |
24
-4
| -14% | -$167 | ﹤0.01% | 2160 |
|
|
2024
Q3 | $1K | Sell |
28
-39
| -58% | -$1.39K | ﹤0.01% | 2125 |
|
|
2024
Q2 | $3K | Buy |
67
+2
| +3% | +$90 | ﹤0.01% | 1816 |
|
|
2024
Q1 | $3K | Sell |
65
-2
| -3% | -$92 | ﹤0.01% | 1822 |
|
|
2023
Q4 | $3K | Buy |
67
+27
| +68% | +$1.21K | ﹤0.01% | 1812 |
|
|
2023
Q3 | $1K | Sell |
40
-2
| -5% | -$50 | ﹤0.01% | 2023 |
|
|
2023
Q2 | $1K | Buy |
42
+27
| +180% | +$643 | ﹤0.01% | 2036 |
|
|
2023
Q1 | $1K | Buy |
15
+9
| +150% | +$600 | ﹤0.01% | 1916 |
|
|
2022
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2694 |
|