Stratos Wealth Partners’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
$225K Buy
2025
Q2
$208K Buy
2025
Q1
Sell
2024
Q4
$220K Buy