AssetMark Inc’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	$1.54K	Hold	37	–	–	﹤0.01%	2509
2025 Q1	$1.45K	Sell	37 -339	-90%	-$13.2K	﹤0.01%	2237
2024 Q4	$15.7K	Sell	376 -3	-0.8%	-$126	﹤0.01%	1706
2024 Q3	$16K	Buy	379 +11	+3%	+$465	﹤0.01%	1542
2024 Q2	$14.6K	Buy	+368	New	+$14.6K	﹤0.01%	1436