Steward Partners Investment Advisory’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 | $79.1K | Sell |
2,000
-1,204
| -38% | -$47.6K | ﹤0.01% | 2241 |
|
|
2025
Q1 | $121K | Hold |
3,204
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q4 | $132K | Buy |
3,204
+500
| +18% | +$20.6K | ﹤0.01% | 1836 |
|
|
2024
Q3 | $113K | Hold |
2,704
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q2 | $102K | Hold |
2,704
| – | – | ﹤0.01% | 1765 |
|
|
2024
Q1 | $106K | Buy |
2,704
+1,204
| +80% | +$47.2K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $57.4K | Buy |
+1,500
| New | +$57.4K | ﹤0.01% | 1919 |
|