Arcadia Investment 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 | $117K | Buy |
2,816
+32
| +1% | +$1.33K | 0.06% | 51 |
|
|
2025
Q1 | $109K | Hold |
2,784
| – | – | 0.06% | 46 |
|
|
2024
Q4 | $116K | Hold |
2,784
| – | – | 0.06% | 46 |
|
|
2024
Q3 | $118K | Hold |
2,784
| – | – | 0.06% | 47 |
|
|
2024
Q2 | $110K | Hold |
2,784
| – | – | 0.06% | 44 |
|
|
2024
Q1 | $114K | Hold |
2,784
| – | – | 0.07% | 46 |
|
|
2023
Q4 | $105K | Buy |
2,784
+3
| +0.1% | +$113 | 0.06% | 46 |
|
|
2023
Q3 | $94.2K | Hold |
2,781
| – | – | 0.06% | 47 |
|
|
2023
Q2 | $99.1K | Buy |
2,781
+4
| +0.1% | +$142 | 0.06% | 48 |
|
|
2023
Q1 | $94.4K | Hold |
2,777
| – | – | 0.06% | 47 |
|
|
2022
Q4 | $91.1K | Buy |
+2,777
| New | +$91.1K | 0.06% | 45 |
|