D.A. Davidson & Co’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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $870K | Sell |
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|
2025
Q1 | $851K | Sell |
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|
2024
Q4 | $952K | Buy |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $800K | Buy |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $214K | Buy |
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