Lido Advisors
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Lido Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Lido Advisors’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$407K Sell
10,284
-6,703
-39% -$265K ﹤0.01% 1070
2025
Q1 		$639K Buy
+16,987
New +$639K ﹤0.01% 875