LPL Financial’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 | $1.31M | Buy |
33,199
+3,908
| +13% | +$155K | ﹤0.01% | 3478 |
|
|
2025
Q1 | $1.1M | Sell |
29,291
-3,787
| -11% | -$142K | ﹤0.01% | 3439 |
|
|
2024
Q4 | $1.36M | Buy |
33,078
+6,453
| +24% | +$265K | ﹤0.01% | 3202 |
|
|
2024
Q3 | $1.11M | Buy |
26,625
+3,961
| +17% | +$166K | ﹤0.01% | 3245 |
|
|
2024
Q2 | $858K | Buy |
22,664
+13,218
| +140% | +$501K | ﹤0.01% | 3357 |
|
|
2024
Q1 | $370K | Sell |
9,446
-6,999
| -43% | -$274K | ﹤0.01% | 3979 |
|
|
2023
Q4 | $629K | Buy |
16,445
+10,356
| +170% | +$396K | ﹤0.01% | 3439 |
|
|
2023
Q3 | $201K | Buy |
+6,089
| New | +$201K | ﹤0.01% | 4184 |
|