Commonwealth Equity 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 | $2.62M | Sell |
63,237
-5,411
| -8% | -$225K | ﹤0.01% | 1781 |
|
|
2025
Q1 | $2.68M | Sell |
68,648
-8,104
| -11% | -$317K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $3.21M | Buy |
76,752
+2,007
| +3% | +$84K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $3.16M | Sell |
74,745
-4,645
| -6% | -$196K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $3.14M | Buy |
79,390
+8,287
| +12% | +$328K | 0.01% | 1498 |
|
|
2024
Q1 | $2.92M | Buy |
71,103
+16,026
| +29% | +$658K | ﹤0.01% | 1513 |
|
|
2023
Q4 | $2.08M | Buy |
55,077
+26,777
| +95% | +$1.01M | ﹤0.01% | 1664 |
|
|
2023
Q3 | $959K | Buy |
28,300
+3,639
| +15% | +$123K | ﹤0.01% | 2105 |
|
|
2023
Q2 | $878K | Buy |
24,661
+10,429
| +73% | +$371K | ﹤0.01% | 2196 |
|
|
2023
Q1 | $483 | Buy |
14,232
+7,082
| +99% | +$240 | ﹤0.01% | 2587 |
|
|
2022
Q4 | $234K | Buy |
+7,150
| New | +$234K | ﹤0.01% | 3088 |
|