Heck Capital Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Sell |
|
|||||
|
2025
Q2 | $257K | Buy |
|
|||||
|
2025
Q1 | $236K | Sell |
|
|||||
|
2024
Q4 | $278K | Sell |
|
|||||
|
2024
Q3 | $286K | Sell |
|
|||||
|
2024
Q2 | $278K | Buy |
|
|||||
|
2024
Q1 | $278K | Sell |
|
|||||
|
2023
Q4 | $273K | Sell |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $239K | Sell |
|
|||||
|
2023
Q1 | $233K | Buy |
|
|||||
|
2022
Q4 | $178K | Buy |
|