Tortoise Investment Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Tortoise Investment Management’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	$17K	Hold
2025 Q2	$15.8K	Buy
2022 Q4	–	Sell
2022 Q3	$9K	Buy