Biltmore Family Office’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Hold |
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|
2025
Q2 | $1.3M | Hold |
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|
2025
Q1 | $1.22M | Hold |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $838K | Hold |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $862K | Hold |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $376K | Buy |
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