Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Buy |
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|
2025
Q4 | $566K | Buy |
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2025
Q3 | $552K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $151K | Sell |
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|
2023
Q2 | $208K | Buy |
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