Milestone Investment Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92.4K | Hold |
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|
2025
Q2 | $85.8K | Hold |
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2025
Q1 | $81.6K | Hold |
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|
2024
Q4 | $89.3K | Hold |
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|
2024
Q3 | $90.7K | Hold |
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|
2024
Q2 | $82.2K | Hold |
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|
2024
Q1 | $85K | Hold |
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|
2023
Q4 | $83K | Hold |
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|
2023
Q3 | $71.7K | Hold |
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|
2023
Q2 | $76K | Sell |
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|
2023
Q1 | $75.3K | Buy |
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|
2022
Q4 | $23.9K | Buy |
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