Key Financial Inc’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
2025 Q2	$24.1K	Hold	610	–	–	﹤0.01%	649
2025 Q1	$23K	Hold	610	–	–	0.01%	633
2024 Q4	$25.1K	Buy	+610	New	+$25.1K	0.01%	603