Sprinkle Financial Consultants’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
$310K Buy
7,828
+30
+0.4% +$1.19K 0.19% 68
2025
Q1
$293K Buy
7,798
+487
+7% +$18.3K 0.19% 66
2024
Q4
$301K Buy
7,311
+77
+1% +$3.17K 0.2% 60
2024
Q3
$302K Buy
7,234
+38
+0.5% +$1.59K 0.22% 59
2024
Q2
$273K Buy
+7,196
New +$273K 0.21% 60