Principal Securities’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 | $20.1K | Sell |
508
-1,091
| -68% | -$43.1K | ﹤0.01% | 2313 |
|
|
2025
Q1 | $65.8K | Hold |
1,599
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q4 | $65.8K | Hold |
1,599
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q3 | $66.9K | Sell |
1,599
-269
| -14% | -$11.2K | ﹤0.01% | 1568 |
|
|
2024
Q2 | $70.7K | Buy |
1,868
+225
| +14% | +$8.52K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $64.4K | Sell |
1,643
-223
| -12% | -$8.74K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $71.4K | Buy |
+1,866
| New | +$71.4K | ﹤0.01% | 1327 |
|