Allworth 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	$5.09K	Buy	123 +1	+0.8%	+$41	﹤0.01%	3239
2025 Q1	$4.66K	Hold	122	–	–	﹤0.01%	2790
2024 Q4	$5.36K	Buy	122 +1	+0.8%	+$44	﹤0.01%	2726
2024 Q3	$5.14K	Hold	121	–	–	﹤0.01%	2553
2024 Q2	$4.93K	Buy	+121	New	+$4.93K	﹤0.01%	2529