Advisory Services Network’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 | $3.33M | Sell |
78,934
-7,852
| -9% | -$331K | 0.05% | 379 |
|
|
2025
Q1 | $3.39M | Buy |
86,786
+16,768
| +24% | +$655K | 0.07% | 342 |
|
|
2024
Q4 | $2.93M | Buy |
70,018
+12,918
| +23% | +$540K | 0.05% | 381 |
|
|
2024
Q3 | $2.26M | Hold |
57,100
| – | – | 0.05% | 430 |
|
|
2024
Q2 | $2.26M | Buy |
57,100
+3,831
| +7% | +$152K | 0.05% | 430 |
|
|
2024
Q1 | $2.19M | Buy |
53,269
+13,202
| +33% | +$542K | 0.05% | 433 |
|
|
2023
Q4 | $1.51M | Buy |
40,067
+376
| +0.9% | +$14.2K | 0.04% | 504 |
|
|
2023
Q3 | $1.34M | Buy |
39,691
+20,317
| +105% | +$688K | 0.04% | 542 |
|
|
2023
Q2 | $690K | Buy |
+19,374
| New | +$690K | 0.02% | 774 |
|