CBIZ Investment Advisory Services’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 | $996 | Buy |
24
+1
| +4% | +$42 | ﹤0.01% | 599 |
|
|
2025
Q1 | $899 | Hold |
23
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $962 | Hold |
23
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $972 | Buy |
23
+1
| +5% | +$42 | ﹤0.01% | 369 |
|
|
2024
Q2 | $871 | Hold |
22
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $904 | Buy |
+22
| New | +$904 | ﹤0.01% | 331 |
|
|
2021
Q4 | – | Hold |
0
| – | -$1K | – | 104 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1K | – | 102 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1K | – | 99 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 90 |
|