Better Money Decisions’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 | $902K | Buy |
21,743
+850
| +4% | +$35.3K | 0.55% | 34 |
|
|
2025
Q1 | $816K | Buy |
20,893
+2,296
| +12% | +$89.7K | 0.54% | 33 |
|
|
2024
Q4 | $778K | Buy |
18,597
+392
| +2% | +$16.4K | 0.54% | 34 |
|
|
2024
Q3 | $770K | Buy |
18,205
+2,058
| +13% | +$87K | 0.55% | 32 |
|
|
2024
Q2 | $639K | Buy |
16,147
+1,452
| +10% | +$57.5K | 0.48% | 34 |
|
|
2024
Q1 | $604K | Sell |
14,695
-3
| -0% | -$123 | 0.48% | 35 |
|
|
2023
Q4 | $554K | Buy |
14,698
+5,814
| +65% | +$219K | 0.46% | 33 |
|
|
2023
Q3 | $301K | Buy |
8,884
+339
| +4% | +$11.5K | 0.26% | 44 |
|
|
2023
Q2 | $304K | Buy |
8,545
+538
| +7% | +$19.2K | 0.25% | 51 |
|
|
2023
Q1 | $272K | Buy |
8,007
+1,554
| +24% | +$52.8K | 0.23% | 52 |
|
|
2022
Q4 | $212K | Buy |
+6,453
| New | +$212K | 0.18% | 63 |
|
|
2022
Q3 | – | Sell |
-3,822
| Closed | -$117K | – | 455 |
|
|
2022
Q2 | $117K | Buy |
+3,822
| New | +$117K | 0.1% | 85 |
|