Creative Planning’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 | $522K | Buy |
12,589
+1,326
| +12% | +$55K | ﹤0.01% | 2432 |
|
|
2025
Q1 | $440K | Sell |
11,263
-2,430
| -18% | -$94.9K | ﹤0.01% | 2396 |
|
|
2024
Q4 | $573K | Buy |
13,693
+1,739
| +15% | +$72.8K | ﹤0.01% | 2095 |
|
|
2024
Q3 | $506K | Sell |
11,954
-2,091
| -15% | -$88.4K | ﹤0.01% | 2101 |
|
|
2024
Q2 | $556K | Buy |
14,045
+3,718
| +36% | +$147K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $424K | Buy |
10,327
+6
| +0.1% | +$246 | ﹤0.01% | 1970 |
|
|
2023
Q4 | $389K | Buy |
10,321
+5,873
| +132% | +$222K | ﹤0.01% | 1886 |
|
|
2023
Q3 | $151K | Sell |
4,448
-1,404
| -24% | -$47.6K | ﹤0.01% | 2307 |
|
|
2023
Q2 | $208K | Buy |
+5,852
| New | +$208K | ﹤0.01% | 2178 |
|