Valeo Financial Advisors’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	$286K	Buy	7,243 +212	+3%	+$8.39K	0.01%	589
2025 Q1	$265K	Buy	7,031 +188	+3%	+$7.07K	0.01%	557
2024 Q4	$281K	Buy	6,843 +75	+1%	+$3.09K	0.01%	550
2024 Q3	$283K	Buy	+6,768	New	+$283K	0.01%	542