Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.05M | Sell |
49,932
-1,648
| -3% | -$67.8K | 0.09% | 62 |
|
|
2024
Q3 | $2.16M | Buy |
51,580
+15,064
| +41% | +$630K | 0.09% | 75 |
|
|
2024
Q2 | $1.38M | Sell |
36,516
-721
| -2% | -$27.3K | 0.06% | 81 |
|
|
2024
Q1 | $1.46M | Sell |
37,237
-3,381
| -8% | -$132K | 0.07% | 77 |
|
|
2023
Q4 | $1.55M | Buy |
40,618
+16,795
| +70% | +$643K | 0.08% | 79 |
|
|
2023
Q3 | $791K | Buy |
23,823
+1,797
| +8% | +$59.6K | 0.04% | 97 |
|
|
2023
Q2 | $771K | Sell |
22,026
-21,197
| -49% | -$742K | 0.04% | 118 |
|
|
2023
Q1 | $1.47M | Buy |
43,223
+14,146
| +49% | +$480K | 0.08% | 72 |
|
|
2022
Q4 | $966K | Sell |
29,077
-37,685
| -56% | -$1.25M | 0.05% | 98 |
|
|
2022
Q3 | $2.05M | Buy |
+66,762
| New | +$2.05M | 0.13% | 42 |
|