Avion Wealth’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
$1K Hold
36
﹤0.01% 1097
2025
Q1
$1K Hold
36
﹤0.01% 956
2024
Q4
$1K Hold
36
﹤0.01% 954
2024
Q3
$1K Sell
36
-50
-58% -$1.39K ﹤0.01% 930
2024
Q2
$3K Buy
+86
New +$3K ﹤0.01% 590