Addison Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Hold |
700
| – | – | 0.01% | 482 |
|
|
2025
Q1 | $27.3K | Hold |
700
| – | – | 0.01% | 458 |
|
|
2024
Q4 | $29.3K | Hold |
700
| – | – | 0.01% | 452 |
|
|
2024
Q3 | $29.6K | Buy |
+700
| New | +$29.6K | 0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-760
| Closed | -$25.8K | – | 661 |
|
|
2023
Q1 | $25.8K | Hold |
760
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $24.9K | Buy |
+760
| New | +$24.9K | 0.01% | 352 |
|