Parkworth Wealth Management’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	$209K	Buy	5,297 +20	+0.4%	+$791	0.15%	58
2025 Q1	$199K	Hold	5,277	–	–	0.16%	56
2024 Q4	$217K	Buy	+5,277	New	+$217K	0.18%	49