Magnus Financial Group’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 | $608K | Buy |
15,373
+58
| +0.4% | +$2.29K | 0.05% | 202 |
|
|
2025
Q1 | $576K | Buy |
15,315
+500
| +3% | +$18.8K | 0.06% | 202 |
|
|
2024
Q4 | $609K | Buy |
14,815
+2,197
| +17% | +$90.4K | 0.06% | 193 |
|
|
2024
Q3 | $528K | Buy |
12,618
+2,820
| +29% | +$118K | 0.05% | 211 |
|
|
2024
Q2 | $371K | Buy |
9,798
+3,198
| +48% | +$121K | 0.04% | 228 |
|
|
2024
Q1 | $259K | Buy |
+6,600
| New | +$259K | 0.03% | 271 |
|