Osaic Holdings’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 | $235K | Sell |
|
|||||
|
2025
Q2 | $233K | Buy |
|
|||||
|
2025
Q1 | $191K | Buy |
|
|||||
|
2024
Q4 | $198K | Buy |
|
|||||
|
2024
Q3 | $65.6K | Buy |
|
|||||
|
2024
Q2 | $50.7K | Sell |
|
|||||
|
2024
Q1 | $67.6K | Buy |
|
|||||
|
2023
Q4 | $58.9K | Buy |
|
|||||
|
2023
Q3 | $42.1K | Sell |
|
|||||
|
2023
Q2 | $58.3K | Buy |
|
|||||
|
2023
Q1 | $56K | Buy |
|
|||||
|
2022
Q4 | $40K | Buy |
|
|||||
|
2022
Q3 | $18K | Sell |
|
|||||
|
2022
Q2 | $95K | Hold |
|
|||||
|
2022
Q1 | $110K | Buy |
|
|||||
|
2021
Q4 | $106K | Buy |
|
|||||
|
2021
Q3 | $90K | Sell |
|
|||||
|
2021
Q2 | $94K | Hold |
|
|||||
|
2021
Q1 | $92K | Buy |
|
|||||
|
2020
Q4 | $49K | Buy |
|