Physician Wealth 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	$39.9K	Buy	1,008 +67	+7%	+$2.65K	0.01%	379
2025 Q1	$35.4K	Sell	941 -6	-0.6%	-$226	0.01%	382
2024 Q4	$39K	Buy	+947	New	+$39K	0.01%	384