Congress Wealth Management’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 | $626K | Buy |
15,091
+2,176
| +17% | +$90.3K | 0.01% | 848 |
|
|
2025
Q1 | $505K | Buy |
12,915
+2,031
| +19% | +$79.4K | 0.01% | 811 |
|
|
2024
Q4 | $455K | Sell |
10,884
-2,802
| -20% | -$117K | 0.01% | 659 |
|
|
2024
Q3 | $579K | Sell |
13,686
-1,838
| -12% | -$77.7K | 0.01% | 611 |
|
|
2024
Q2 | $614K | Sell |
15,524
-2,325
| -13% | -$92K | 0.01% | 504 |
|
|
2024
Q1 | $733K | Sell |
17,849
-87
| -0.5% | -$3.57K | 0.01% | 404 |
|
|
2023
Q4 | $677K | Buy |
17,936
+1,728
| +11% | +$65.2K | 0.01% | 431 |
|
|
2023
Q3 | $549K | Buy |
16,208
+3,426
| +27% | +$116K | 0.01% | 447 |
|
|
2023
Q2 | $455K | Buy |
12,782
+387
| +3% | +$13.8K | 0.01% | 429 |
|
|
2023
Q1 | $421K | Buy |
12,395
+2,185
| +21% | +$74.3K | 0.01% | 437 |
|
|
2022
Q4 | $335K | Buy |
10,210
+1,547
| +18% | +$50.7K | 0.01% | 460 |
|
|
2022
Q3 | $257K | Buy |
8,663
+1,454
| +20% | +$43.1K | 0.01% | 491 |
|
|
2022
Q2 | $220K | Buy |
+7,209
| New | +$220K | 0.01% | 522 |
|