Chicago Partners Investment 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 | $364K | Sell |
8,420
-184
| -2% | -$7.94K | 0.01% | 748 |
|
|
2025
Q1 | $336K | Buy |
8,604
+799
| +10% | +$31.2K | 0.01% | 646 |
|
|
2024
Q4 | $328K | Buy |
7,805
+1,137
| +17% | +$47.8K | 0.01% | 627 |
|
|
2024
Q3 | $281K | Buy |
6,668
+611
| +10% | +$25.7K | 0.01% | 641 |
|
|
2024
Q2 | $253K | Buy |
6,057
+129
| +2% | +$5.38K | 0.01% | 645 |
|
|
2024
Q1 | $231K | Buy |
5,928
+435
| +8% | +$17K | 0.01% | 653 |
|
|
2023
Q4 | $204K | Buy |
+5,493
| New | +$204K | 0.01% | 654 |
|