Affiance Financial’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 | $1.3M | Buy |
31,214
+1,967
| +7% | +$81.6K | 0.26% | 43 |
|
|
2025
Q1 | $1.14M | Buy |
29,247
+7,841
| +37% | +$306K | 0.27% | 45 |
|
|
2024
Q4 | $896K | Sell |
21,406
-75
| -0.3% | -$3.14K | 0.21% | 56 |
|
|
2024
Q3 | $908K | Buy |
21,481
+189
| +0.9% | +$7.99K | 0.22% | 51 |
|
|
2024
Q2 | $843K | Buy |
21,292
+1,497
| +8% | +$59.2K | 0.22% | 52 |
|
|
2024
Q1 | $813K | Sell |
19,795
-17,685
| -47% | -$727K | 0.22% | 54 |
|
|
2023
Q4 | $1.41M | Buy |
37,480
+392
| +1% | +$14.8K | 0.41% | 38 |
|
|
2023
Q3 | $1.26M | Buy |
37,088
+1,399
| +4% | +$47.4K | 0.64% | 35 |
|
|
2023
Q2 | $1.27M | Buy |
35,689
+1,621
| +5% | +$57.7K | 0.62% | 35 |
|
|
2023
Q1 | $1.16M | Buy |
34,068
+28,085
| +469% | +$955K | 0.61% | 35 |
|
|
2022
Q4 | $196K | Buy |
+5,983
| New | +$196K | 0.08% | 98 |
|