Biltmore Family Office’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 | $1.3M | Hold |
31,248
| – | – | 0.22% | 76 |
|
|
2025
Q1 | $1.22M | Hold |
31,248
| – | – | 0.21% | 78 |
|
|
2024
Q4 | $1.31M | Hold |
31,248
| – | – | 0.22% | 72 |
|
|
2024
Q3 | $1.32M | Hold |
31,248
| – | – | 0.23% | 76 |
|
|
2024
Q2 | $1.24M | Hold |
31,248
| – | – | 0.23% | 71 |
|
|
2024
Q1 | $1.28M | Hold |
31,248
| – | – | 0.25% | 68 |
|
|
2023
Q4 | $1.18M | Hold |
31,248
| – | – | 0.24% | 67 |
|
|
2023
Q3 | $1.06M | Hold |
31,248
| – | – | 0.24% | 66 |
|
|
2023
Q2 | $1.11M | Buy |
31,248
+6,595
| +27% | +$235K | 0.24% | 64 |
|
|
2023
Q1 | $838K | Hold |
24,653
| – | – | 0.18% | 83 |
|
|
2022
Q4 | $809K | Sell |
24,653
-4,328
| -15% | -$142K | 0.17% | 81 |
|
|
2022
Q3 | $862K | Hold |
28,981
| – | – | 0.2% | 70 |
|
|
2022
Q2 | $886K | Buy |
28,981
+16,532
| +133% | +$505K | 0.22% | 71 |
|
|
2022
Q1 | $455K | Buy |
12,449
+2,049
| +20% | +$74.9K | 0.1% | 115 |
|
|
2021
Q4 | $404K | Hold |
10,400
| – | – | 0.08% | 148 |
|
|
2021
Q3 | $376K | Buy |
+10,400
| New | +$376K | 0.09% | 130 |
|