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 |
|