Cambridge Investment Research Advisors’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 | $1.22M | Sell |
29,446
-12,709
| -30% | -$527K | ﹤0.01% | 1800 |
|
|
2025
Q1 | $1.65M | Buy |
42,155
+13,864
| +49% | +$542K | 0.01% | 1471 |
|
|
2024
Q4 | $1.18M | Buy |
28,291
+329
| +1% | +$13.8K | ﹤0.01% | 1743 |
|
|
2024
Q3 | $1.18M | Sell |
27,962
-1,605
| -5% | -$67.8K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $1.17M | Buy |
29,567
+1,155
| +4% | +$45.7K | ﹤0.01% | 1654 |
|
|
2024
Q1 | $1.17M | Buy |
28,412
+513
| +2% | +$21.1K | ﹤0.01% | 1621 |
|
|
2023
Q4 | $1.05M | Buy |
27,899
+12,178
| +77% | +$459K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $532K | Buy |
15,721
+1,002
| +7% | +$33.9K | ﹤0.01% | 2033 |
|
|
2023
Q2 | $524K | Buy |
14,719
+1,963
| +15% | +$69.9K | ﹤0.01% | 2103 |
|
|
2023
Q1 | $434K | Buy |
12,756
+4,765
| +60% | +$162K | ﹤0.01% | 2190 |
|
|
2022
Q4 | $262K | Sell |
7,991
-18,208
| -69% | -$597K | ﹤0.01% | 2537 |
|
|
2022
Q3 | $779K | Buy |
26,199
+1,777
| +7% | +$52.8K | ﹤0.01% | 1646 |
|
|
2022
Q2 | $747K | Buy |
+24,422
| New | +$747K | ﹤0.01% | 1673 |
|