NewEdge 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 | $722K | Sell |
18,262
-1,080
| -6% | -$42.7K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $728K | Buy |
19,342
+16,399
| +557% | +$617K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $121K | Buy |
2,943
+534
| +22% | +$22K | ﹤0.01% | 2224 |
|
|
2024
Q3 | $101K | Sell |
2,409
-9
| -0.4% | -$376 | ﹤0.01% | 2191 |
|
|
2024
Q2 | $91.6K | Buy |
2,418
+80
| +3% | +$3.03K | ﹤0.01% | 2150 |
|
|
2024
Q1 | $91.6K | Buy |
+2,338
| New | +$91.6K | ﹤0.01% | 2093 |
|