DOHJ LLC’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 | $3.22M | Buy |
86,289
+26,002
| +43% | +$971K | 0.94% | 32 |
|
|
2025
Q1 | $2.36M | Buy |
60,287
+17,592
| +41% | +$687K | 0.54% | 47 |
|
|
2024
Q4 | $1.79M | Sell |
42,695
-3,237
| -7% | -$135K | 0.41% | 58 |
|
|
2024
Q3 | $1.92M | Buy |
45,932
+3,060
| +7% | +$128K | 0.45% | 57 |
|
|
2024
Q2 | $1.7M | Buy |
42,872
+1,614
| +4% | +$63.9K | 0.42% | 58 |
|
|
2024
Q1 | $1.69M | Buy |
41,258
+10,335
| +33% | +$425K | 0.45% | 56 |
|
|
2023
Q4 | $1.17M | Buy |
30,923
+16,984
| +122% | +$641K | 0.34% | 62 |
|
|
2023
Q3 | $466K | Sell |
13,939
-288
| -2% | -$9.64K | 0.21% | 63 |
|
|
2023
Q2 | $507K | Sell |
14,227
-1,745
| -11% | -$62.2K | 0.22% | 62 |
|
|
2023
Q1 | $543K | Sell |
15,972
-4,500
| -22% | -$153K | 0.27% | 60 |
|
|
2022
Q4 | $672K | Buy |
+20,472
| New | +$672K | 0.38% | 55 |
|
|
2022
Q3 | – | Sell |
-12,729
| Closed | -$389K | – | 85 |
|
|
2022
Q2 | $389K | Buy |
12,729
+1,732
| +16% | +$52.9K | 0.22% | 65 |
|
|
2022
Q1 | $402K | Buy |
+10,997
| New | +$402K | 0.19% | 71 |
|