Retirement Capital Strategies’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Retirement Capital Strategies’s Portfolio XJR Stock Details XJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$440K	Buy
2023 Q3	–	Sell
2023 Q2	$764K	Buy
2021 Q1	–	Sell
2020 Q4	$509K	Buy