Balanced Rock 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 | $1.28M | Sell |
30,961
-6,462
| -17% | -$268K | 1.01% | 32 |
|
|
2025
Q1 | $1.46M | Sell |
37,423
-1,231
| -3% | -$48.1K | 1.17% | 27 |
|
|
2024
Q4 | $1.62M | Sell |
38,654
-5,947
| -13% | -$249K | 1.28% | 26 |
|
|
2024
Q3 | $1.89M | Buy |
44,601
+508
| +1% | +$21.5K | 1.48% | 18 |
|
|
2024
Q2 | $1.74M | Buy |
44,093
+2,337
| +6% | +$92.5K | 1.47% | 19 |
|
|
2024
Q1 | $1.72M | Buy |
41,756
+19,381
| +87% | +$796K | 1.46% | 19 |
|
|
2023
Q4 | $844K | Buy |
+22,375
| New | +$844K | 0.75% | 29 |
|