Medallion Wealth Advisors, LLC’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio XJR Stock Details XJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.9K	Buy
2025 Q4	$29.1K	Buy
2025 Q3	$25.4K	Hold
2025 Q2	$23.9K	Sell
2025 Q1	$37.7K	Buy
2024 Q4	$40.3K	Buy