Bartlett & Co Wealth Management’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 | $40K | Hold |
965
| – | – | ﹤0.01% | 692 |
|
|
2025
Q1 | $37.7K | Buy |
965
+115
| +14% | +$4.49K | ﹤0.01% | 706 |
|
|
2024
Q4 | $35.6K | Hold |
850
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $35.9K | Hold |
850
| – | – | ﹤0.01% | 717 |
|
|
2024
Q2 | $33.6K | Hold |
850
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $34.9K | Hold |
850
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $32.5K | Hold |
850
| – | – | ﹤0.01% | 779 |
|
|
2023
Q3 | $28.9K | Hold |
850
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $30.3K | Hold |
850
| – | – | ﹤0.01% | 747 |
|
|
2023
Q1 | $28.9K | Sell |
850
-1,060
| -55% | -$36K | ﹤0.01% | 652 |
|
|
2022
Q4 | $62.7K | Buy |
1,910
+1,060
| +125% | +$34.8K | ﹤0.01% | 545 |
|
|
2022
Q3 | $25.3K | Hold |
850
| – | – | ﹤0.01% | 669 |
|
|
2022
Q2 | $26K | Hold |
850
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $31.1K | Buy |
+850
| New | +$31.1K | ﹤0.01% | 663 |
|