Caldwell Sutter Capital’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 | $41.1K | Hold |
991
| – | – | 0.02% | 383 |
|
|
2025
Q1 | $38.7K | Hold |
991
| – | – | 0.02% | 389 |
|
|
2024
Q4 | $41.5K | Hold |
991
| – | – | 0.02% | 382 |
|
|
2024
Q3 | $41.9K | Hold |
991
| – | – | 0.02% | 391 |
|
|
2024
Q2 | $39.2K | Buy |
991
+271
| +38% | +$10.7K | 0.02% | 388 |
|
|
2024
Q1 | $29.6K | Buy |
720
+432
| +150% | +$17.7K | 0.01% | 416 |
|
|
2023
Q4 | $10.9K | Buy |
+288
| New | +$10.9K | 0.01% | 534 |
|