Wells 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 | – | Sell |
-400
| Closed | -$15.1K | – | 79 |
|
|
2025
Q1 | $15.1K | Hold |
400
| – | – | 0.02% | 69 |
|
|
2024
Q4 | $16.5K | Hold |
400
| – | – | 0.02% | 70 |
|
|
2024
Q3 | $16.7K | Sell |
400
-82
| -17% | -$3.43K | 0.02% | 70 |
|
|
2024
Q2 | $18.3K | Hold |
482
| – | – | 0.01% | 74 |
|
|
2024
Q1 | $18.9K | Hold |
482
| – | – | 0.01% | 61 |
|
|
2023
Q4 | $18.4K | Hold |
482
| – | – | 0.01% | 58 |
|
|
2023
Q3 | $15.9K | Hold |
482
| – | – | 0.01% | 58 |
|
|
2023
Q2 | $16.9K | Buy |
+482
| New | +$16.9K | 0.01% | 58 |
|