Gould Asset Management’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 | $341K | Hold |
8,615
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $324K | Buy |
8,615
+195
| +2% | +$7.34K | 0.07% | 125 |
|
|
2024
Q4 | $346K | Sell |
8,420
-65
| -0.8% | -$2.67K | 0.07% | 123 |
|
|
2024
Q3 | $355K | Sell |
8,485
-120
| -1% | -$5.02K | 0.08% | 123 |
|
|
2024
Q2 | $326K | Buy |
8,605
+50
| +0.6% | +$1.89K | 0.08% | 121 |
|
|
2024
Q1 | $335K | Buy |
8,555
+1,390
| +19% | +$54.4K | 0.08% | 122 |
|
|
2023
Q4 | $274K | Buy |
+7,165
| New | +$274K | 0.07% | 126 |
|