Spire Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66K | Hold |
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|
2025
Q2 | $1.54K | Hold |
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2025
Q1 | $1.47K | Hold |
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|
2024
Q4 | $1.6K | Hold |
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|
2024
Q3 | $1.63K | Hold |
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|
2024
Q2 | $1.48K | Hold |
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|
2024
Q1 | $1.53K | Buy |
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|
2023
Q4 | $1.11K | Hold |
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|
2023
Q3 | $992 | Hold |
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|
2023
Q2 | $1.05K | Hold |
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|
2023
Q1 | $1.02K | Buy |
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