J.P. Morgan Private Wealth Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$239K	Sell	7,221 -22	-0.3%	-$727	﹤0.01%	1571
2023 Q2	$254K	Sell	7,243 -1,581	-18%	-$55.4K	﹤0.01%	1306
2023 Q1	$299K	Buy	8,824 +1,138	+15%	+$38.6K	﹤0.01%	1680
2022 Q4	$255K	Buy	+7,686	New	+$255K	﹤0.01%	1718