Wells Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Wells Financial Advisors’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 Q2	–	Sell
2025 Q1	$15.1K	Hold
2024 Q4	$16.5K	Hold
2024 Q3	$16.7K	Sell
2024 Q2	$18.3K	Hold
2024 Q1	$18.9K	Hold
2023 Q4	$18.4K	Hold
2023 Q3	$15.9K	Hold
2023 Q2	$16.9K	Buy