Eley Financial Management’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 | $809K | Sell |
19,501
-246
| -1% | -$10.2K | 0.31% | 56 |
|
|
2025
Q1 | $775K | Buy |
19,747
+2,567
| +15% | +$101K | 0.31% | 59 |
|
|
2024
Q4 | $719K | Buy |
17,180
+937
| +6% | +$39.2K | 0.28% | 62 |
|
|
2024
Q3 | $687K | Buy |
16,243
+1,021
| +7% | +$43.2K | 0.28% | 61 |
|
|
2024
Q2 | $602K | Buy |
15,222
+7,892
| +108% | +$312K | 0.26% | 60 |
|
|
2024
Q1 | $301K | Buy |
+7,330
| New | +$301K | 0.13% | 64 |
|