GHP Investment Advisors’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 | $21.6K | Buy |
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|
2025
Q1 | $20.5K | Hold |
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|
2024
Q4 | $22.4K | Buy |
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|
2024
Q3 | $22.5K | Buy |
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|
2024
Q2 | $20.3K | Buy |
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|
2024
Q1 | $20.9K | Hold |
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|
2023
Q4 | $20.4K | Hold |
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|
2023
Q3 | $17.1K | Buy |
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|
2023
Q2 | $19.1K | Buy |
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|
2023
Q1 | $18K | Buy |
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|
2022
Q4 | $17.6K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $15K | Buy |
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