IFP 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
2023 Q1	–	Sell	-63,817	Closed	-$1.57M	–	4464
2022 Q4	$1.57M	Buy	63,817 +63,161	+9,628%	+$1.56M	0.04%	445
2022 Q3	$17K	Buy	656 +594	+958%	+$15.4K	﹤0.01%	3260
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	4218
2022 Q1	$2K	Buy	+62	New	+$2K	﹤0.01%	4218