Veracity Capital’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 | $269K | Buy |
6,803
+36
| +0.5% | +$1.42K | 0.09% | 193 |
|
|
2025
Q1 | $255K | Hold |
6,767
| – | – | 0.1% | 187 |
|
|
2024
Q4 | $278K | Buy |
6,767
+29
| +0.4% | +$1.19K | 0.1% | 182 |
|
|
2024
Q3 | $282K | Buy |
6,738
+8
| +0.1% | +$335 | 0.11% | 169 |
|
|
2024
Q2 | $255K | Sell |
6,730
-54
| -0.8% | -$2.05K | 0.11% | 169 |
|
|
2024
Q1 | $266K | Hold |
6,784
| – | – | 0.1% | 180 |
|
|
2023
Q4 | $260K | Buy |
6,784
+6
| +0.1% | +$230 | 0.1% | 172 |
|
|
2023
Q3 | $224K | Hold |
6,778
| – | – | 0.1% | 171 |
|
|
2023
Q2 | $237K | Buy |
6,778
+351
| +5% | +$12.3K | 0.1% | 189 |
|
|
2023
Q1 | $218K | Buy |
+6,427
| New | +$218K | 0.1% | 186 |
|