Armbruster Capital Management’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 | $339K | Buy |
8,175
+500
| +7% | +$20.8K | 0.06% | 106 |
|
|
2025
Q1 | $300K | Hold |
7,675
| – | – | 0.06% | 108 |
|
|
2024
Q4 | $321K | Hold |
7,675
| – | – | 0.07% | 108 |
|
|
2024
Q3 | $325K | Sell |
7,675
-1,925
| -20% | -$81.4K | 0.06% | 102 |
|
|
2024
Q2 | $380K | Buy |
9,600
+175
| +2% | +$6.93K | 0.08% | 89 |
|
|
2024
Q1 | $387K | Buy |
9,425
+900
| +11% | +$37K | 0.08% | 87 |
|
|
2023
Q4 | $322K | Buy |
8,525
+700
| +9% | +$26.4K | 0.07% | 86 |
|
|
2023
Q3 | $265K | Hold |
7,825
| – | – | 0.07% | 92 |
|
|
2023
Q2 | $279K | Hold |
7,825
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $266K | Buy |
7,825
+1,500
| +24% | +$51K | 0.07% | 91 |
|
|
2022
Q4 | $207K | Buy |
+6,325
| New | +$207K | 0.05% | 101 |
|