Capital Analysts LLC’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 | $445K | Sell |
10,723
-82
| -0.8% | -$3.4K | 0.01% | 402 |
|
|
2025
Q1 | $422K | Sell |
10,805
-598
| -5% | -$23.4K | 0.02% | 400 |
|
|
2024
Q4 | $477K | Sell |
11,403
-2
| -0% | -$84 | 0.02% | 339 |
|
|
2024
Q3 | $482K | Buy |
11,405
+50
| +0.4% | +$2.11K | 0.02% | 333 |
|
|
2024
Q2 | $449K | Buy |
11,355
+996
| +10% | +$39.4K | 0.02% | 345 |
|
|
2024
Q1 | $426K | Buy |
+10,359
| New | +$426K | 0.02% | 335 |
|