Carr Financial Group’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 | – | Sell |
-18,187
| Closed | -$711K | – | 197 |
|
|
2025
Q1 | $711K | Buy |
18,187
+46
| +0.3% | +$1.8K | 0.23% | 75 |
|
|
2024
Q4 | $759K | Buy |
18,141
+8,083
| +80% | +$338K | 0.24% | 71 |
|
|
2024
Q3 | $425K | Buy |
10,058
+34
| +0.3% | +$1.44K | 0.12% | 121 |
|
|
2024
Q2 | $397K | Buy |
10,024
+24
| +0.2% | +$950 | 0.13% | 121 |
|
|
2024
Q1 | $411K | Buy |
+10,000
| New | +$411K | 0.14% | 117 |
|