HeadInvest LLC’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

HeadInvest LLC’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	$461K	Buy
2025 Q2	$417K	Sell
2025 Q1	$452K	Buy
2024 Q4	$453K	Buy
2023 Q4	–	Sell
2023 Q3	$34.4K	Buy