CAPTRUST Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $318K | Buy |
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