Raymond James Financial
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Raymond James Financial’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Raymond James Financial’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$697K Buy
17,611
+1,989
+13% +$78.7K ﹤0.01% 3783
2025
Q1 		$588K Sell
15,622
-115
-0.7% -$4.33K ﹤0.01% 3808
2024
Q4 		$647K Buy
+15,737
New +$647K ﹤0.01% 3725