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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Buy
2025 Q4	$312K	Sell
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