WealthShield Partners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$148K Buy
2023
Q2
$28.7K Buy
2023
Q1
$20K Buy