Heck Capital 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 | $257K | Buy |
6,488
+214
| +3% | +$8.46K | 0.02% | 167 |
|
|
2025
Q1 | $236K | Sell |
6,274
-484
| -7% | -$18.2K | 0.03% | 147 |
|
|
2024
Q4 | $278K | Sell |
6,758
-71
| -1% | -$2.92K | 0.03% | 135 |
|
|
2024
Q3 | $286K | Sell |
6,829
-503
| -7% | -$21K | 0.03% | 134 |
|
|
2024
Q2 | $278K | Buy |
7,332
+240
| +3% | +$9.09K | 0.03% | 128 |
|
|
2024
Q1 | $278K | Sell |
7,092
-37
| -0.5% | -$1.45K | 0.04% | 124 |
|
|
2023
Q4 | $273K | Sell |
7,129
-145
| -2% | -$5.55K | 0.04% | 120 |
|
|
2023
Q3 | $240K | Buy |
7,274
+447
| +7% | +$14.8K | 0.04% | 119 |
|
|
2023
Q2 | $239K | Sell |
6,827
-41
| -0.6% | -$1.44K | 0.04% | 115 |
|
|
2023
Q1 | $233K | Buy |
6,868
+1,515
| +28% | +$51.4K | 0.04% | 109 |
|
|
2022
Q4 | $178K | Buy |
+5,353
| New | +$178K | 0.03% | 117 |
|