Davenport & 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 | $486K | Sell |
|
|||||
|
2025
Q2 | $461K | Buy |
|
|||||
|
2025
Q1 | $411K | Buy |
|
|||||
|
2024
Q4 | $433K | Buy |
|
|||||
|
2024
Q3 | $359K | Buy |
|
|||||
|
2024
Q2 | $242K | Buy |
|
|||||
|
2024
Q1 | $244K | Hold |
|
|||||
|
2023
Q4 | $224K | Hold |
|
|||||
|
2023
Q3 | $201K | Hold |
|
|||||
|
2023
Q2 | $211K | Hold |
|
|||||
|
2023
Q1 | $202K | Buy |
|