Householder Group Estate & Retirement Specialist’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
2024
Q4
$6K Hold
150
﹤0.01% 418
2024
Q3
$6K Hold
150
﹤0.01% 918
2024
Q2
$5K Buy
+150
New +$5K ﹤0.01% 941