GHP Investment Advisors’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 | $21.6K | Buy |
547
+2
| +0.4% | +$79 | ﹤0.01% | 619 |
|
|
2025
Q1 | $20.5K | Hold |
545
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $22.4K | Buy |
545
+6
| +1% | +$247 | ﹤0.01% | 591 |
|
|
2024
Q3 | $22.5K | Buy |
539
+3
| +0.6% | +$125 | ﹤0.01% | 604 |
|
|
2024
Q2 | $20.3K | Buy |
536
+2
| +0.4% | +$76 | ﹤0.01% | 592 |
|
|
2024
Q1 | $20.9K | Hold |
534
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $20.4K | Hold |
534
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $17.1K | Buy |
534
+2
| +0.4% | +$64 | ﹤0.01% | 621 |
|
|
2023
Q2 | $19.1K | Buy |
532
+2
| +0.4% | +$72 | ﹤0.01% | 593 |
|
|
2023
Q1 | $18K | Buy |
530
+2
| +0.4% | +$68 | ﹤0.01% | 593 |
|
|
2022
Q4 | $17.6K | Buy |
528
+144
| +38% | +$4.79K | ﹤0.01% | 601 |
|
|
2022
Q3 | $12K | Hold |
384
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $12K | Buy |
384
+1
| +0.3% | +$31 | ﹤0.01% | 656 |
|
|
2022
Q1 | $15K | Buy |
+383
| New | +$15K | ﹤0.01% | 653 |
|