Spire Wealth Management’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 | $1.54K | Hold |
39
| – | – | ﹤0.01% | 2223 |
|
|
2025
Q1 | $1.47K | Hold |
39
| – | – | ﹤0.01% | 2327 |
|
|
2024
Q4 | $1.6K | Hold |
39
| – | – | ﹤0.01% | 2290 |
|
|
2024
Q3 | $1.63K | Hold |
39
| – | – | ﹤0.01% | 2034 |
|
|
2024
Q2 | $1.48K | Hold |
39
| – | – | ﹤0.01% | 2061 |
|
|
2024
Q1 | $1.53K | Buy |
39
+9
| +30% | +$353 | ﹤0.01% | 2143 |
|
|
2023
Q4 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 2247 |
|
|
2023
Q3 | $992 | Hold |
30
| – | – | ﹤0.01% | 2250 |
|
|
2023
Q2 | $1.05K | Hold |
30
| – | – | ﹤0.01% | 2301 |
|
|
2023
Q1 | $1.02K | Buy |
+30
| New | +$1.02K | ﹤0.01% | 2384 |
|