William Blair & Company’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 | $94.1K | Hold |
2,379
| – | – | ﹤0.01% | 1523 |
|
|
2025
Q1 | $89.5K | Hold |
2,379
| – | – | ﹤0.01% | 1511 |
|
|
2024
Q4 | $97.9K | Hold |
2,379
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q3 | $99.5K | Hold |
2,379
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q2 | $90.1K | Buy |
2,379
+14
| +0.6% | +$530 | ﹤0.01% | 1522 |
|
|
2024
Q1 | $92.6K | Sell |
2,365
-215
| -8% | -$8.42K | ﹤0.01% | 1516 |
|
|
2023
Q4 | $98.7K | Buy |
2,580
+1,219
| +90% | +$46.6K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $45K | Buy |
1,361
+709
| +109% | +$23.4K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $22.8K | Hold |
652
| – | – | ﹤0.01% | 1683 |
|
|
2023
Q1 | $22.1K | Hold |
652
| – | – | ﹤0.01% | 1679 |
|
|
2022
Q4 | $21.7K | Buy |
+652
| New | +$21.7K | ﹤0.01% | 1679 |
|