Gould Asset Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Gould Asset Management’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$370K	Buy
2025 Q2	$341K	Hold
2025 Q1	$324K	Buy
2024 Q4	$346K	Sell
2024 Q3	$355K	Sell
2024 Q2	$326K	Buy
2024 Q1	$335K	Buy
2023 Q4	$274K	Buy