Armstrong Advisory Group’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
$48.1K Buy
1,159
+153
+15% +$6.35K ﹤0.01% 389
2025
Q1
$42.1K Hold
1,006
﹤0.01% 393
2024
Q4
$42.1K Sell
1,006
-529
-34% -$22.1K ﹤0.01% 393
2024
Q3
$64.9K Buy
1,535
+19
+1% +$803 0.01% 330
2024
Q2
$60K Buy
1,516
+212
+16% +$8.39K 0.01% 332
2024
Q1
$49.2K Hold
1,304
﹤0.01% 347
2023
Q4
$49.2K Sell
1,304
-144
-10% -$5.43K ﹤0.01% 347
2023
Q3
$49K Buy
1,448
+105
+8% +$3.56K 0.01% 340
2023
Q2
$47.8K Buy
1,343
+905
+207% +$32.2K 0.01% 346
2023
Q1
$14.9K Buy
+438
New +$14.9K ﹤0.01% 521