JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Sell |
|
|||||
|
2025
Q2 | $1.04M | Buy |
|
|||||
|
2025
Q1 | $821K | Sell |
|
|||||
|
2024
Q4 | $1.04M | Buy |
|
|||||
|
2024
Q3 | $955K | Buy |
|
|||||
|
2024
Q2 | $794K | Buy |
|
|||||
|
2024
Q1 | $680K | Buy |
|
|||||
|
2023
Q4 | $486K | Buy |
|
|||||
|
2023
Q3 | $412K | Sell |
|
|||||
|
2023
Q2 | $442K | Buy |
|
|||||
|
2023
Q1 | $411K | Buy |
|
|||||
|
2022
Q4 | $384K | Buy |
|
|||||
|
2022
Q3 | $295K | Buy |
|
|||||
|
2022
Q2 | $260K | Buy |
|
|||||
|
2022
Q1 | $174K | Buy |
|
|||||
|
2021
Q4 | $126K | Buy |
|
|||||
|
2021
Q3 | $78K | Buy |
|
|||||
|
2021
Q2 | $22K | Buy |
|