Congress Wealth Management’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
Q2 | $626K | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $220K | Buy |
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