J.P. Morgan Private Wealth 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
2023
Q3
$239K Sell
2023
Q2
$254K Sell
2023
Q1
$299K Buy
2022
Q4
$255K Buy