Tarbox Family Office’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Tarbox Family Office’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$320K	Hold
2025 Q2	$298K	Sell
2025 Q1	$299K	Buy
2024 Q4	$279K	Buy
2024 Q3	$282K	Buy
2024 Q2	$225K	Buy
2024 Q1	$208K	Buy