D.A. Davidson & Co’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 | $538K | Buy |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $271K | Buy |
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