Stratos Wealth Partners’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	$208K	Buy	+5,261	New	+$208K	﹤0.01%	1319
2025 Q1	–	Sell	-5,345	Closed	-$220K	–	1513
2024 Q4	$220K	Buy	+5,345	New	+$220K	﹤0.01%	1304