Global Retirement Partners’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
$113K Buy
+2,867
New +$113K ﹤0.01% 1373
2024
Q4
$117K Buy
2,856
+27
+1% +$1.11K ﹤0.01% 1195
2024
Q3
$118K Buy
2,829
+2,813
+17,581% +$118K ﹤0.01% 1158
2024
Q2
$606 Buy
+16
New +$606 ﹤0.01% 3260