NorthRock Partners’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 | $185K | Buy |
4,681
+793
| +20% | +$31.4K | ﹤0.01% | 658 |
|
|
2025
Q1 | $146K | Sell |
3,888
-211
| -5% | -$7.94K | ﹤0.01% | 592 |
|
|
2024
Q4 | $169K | Buy |
4,099
+770
| +23% | +$31.7K | 0.01% | 577 |
|
|
2024
Q3 | $139K | Buy |
3,329
+675
| +25% | +$28.2K | ﹤0.01% | 626 |
|
|
2024
Q2 | $101K | Buy |
2,654
+683
| +35% | +$25.9K | ﹤0.01% | 618 |
|
|
2024
Q1 | $77.2K | Buy |
+1,971
| New | +$77.2K | ﹤0.01% | 639 |
|