Milestone Investment Advisors’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 | $85.8K | Hold |
2,170
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $81.6K | Hold |
2,170
| – | – | 0.02% | 97 |
|
|
2024
Q4 | $89.3K | Hold |
2,170
| – | – | 0.02% | 95 |
|
|
2024
Q3 | $90.7K | Hold |
2,170
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $82.2K | Hold |
2,170
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $85K | Hold |
2,170
| – | – | 0.02% | 92 |
|
|
2023
Q4 | $83K | Hold |
2,170
| – | – | 0.02% | 84 |
|
|
2023
Q3 | $71.7K | Hold |
2,170
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $76K | Sell |
2,170
-50
| -2% | -$1.75K | 0.02% | 77 |
|
|
2023
Q1 | $75.3K | Buy |
2,220
+1,502
| +209% | +$50.9K | 0.02% | 166 |
|
|
2022
Q4 | $23.9K | Buy |
+718
| New | +$23.9K | 0.01% | 98 |
|