Tarbox Family Office’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 | $298K | Sell |
7,530
-425
| -5% | -$16.8K | 0.04% | 96 |
|
|
2025
Q1 | $299K | Buy |
7,955
+1,183
| +17% | +$44.5K | 0.05% | 95 |
|
|
2024
Q4 | $279K | Buy |
6,772
+20
| +0.3% | +$823 | 0.05% | 97 |
|
|
2024
Q3 | $282K | Buy |
6,752
+812
| +14% | +$34K | 0.05% | 95 |
|
|
2024
Q2 | $225K | Buy |
5,940
+636
| +12% | +$24.1K | 0.04% | 101 |
|
|
2024
Q1 | $208K | Buy |
+5,304
| New | +$208K | 0.04% | 101 |
|