Armor 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 | $92.4K | Hold |
2,226
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $87K | Hold |
2,226
| – | – | 0.04% | 110 |
|
|
2024
Q4 | $93.1K | Buy |
2,226
+100
| +5% | +$4.18K | 0.04% | 107 |
|
|
2024
Q3 | $89.9K | Buy |
2,126
+30
| +1% | +$1.27K | 0.04% | 112 |
|
|
2024
Q2 | $82.9K | Sell |
2,096
-1,640
| -44% | -$64.9K | 0.04% | 108 |
|
|
2024
Q1 | $153K | Buy |
3,736
+38
| +1% | +$1.56K | 0.07% | 107 |
|
|
2023
Q4 | $140K | Buy |
3,698
+223
| +6% | +$8.41K | 0.07% | 111 |
|
|
2023
Q3 | $118K | Sell |
3,475
-200
| -5% | -$6.77K | 0.07% | 111 |
|
|
2023
Q2 | $131K | Hold |
3,675
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $125K | Hold |
3,675
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $121K | Buy |
3,675
+1,640
| +81% | +$53.8K | 0.07% | 120 |
|
|
2022
Q3 | $61K | Buy |
2,035
+50
| +3% | +$1.5K | 0.04% | 128 |
|
|
2022
Q2 | $61K | Buy |
1,985
+500
| +34% | +$15.4K | 0.04% | 124 |
|
|
2022
Q1 | $54K | Buy |
1,485
+479
| +48% | +$17.4K | 0.03% | 132 |
|
|
2021
Q4 | $39K | Buy |
+1,006
| New | +$39K | 0.02% | 134 |
|