GenWealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,545
| Closed | -$700K | – | 74 |
|
|
2023
Q4 | $700K | Buy |
+18,545
| New | +$700K | 0.19% | 46 |
|
|
2023
Q3 | – | Sell |
-17,213
| Closed | -$613K | – | 72 |
|
|
2023
Q2 | $613K | Buy |
+17,213
| New | +$613K | 0.18% | 48 |
|
|
2023
Q1 | – | Sell |
-18,104
| Closed | -$594K | – | 74 |
|
|
2022
Q4 | $594K | Buy |
+18,104
| New | +$594K | 0.19% | 44 |
|
|
2022
Q2 | – | Sell |
-11,402
| Closed | -$417K | – | 72 |
|
|
2022
Q1 | $417K | Buy |
+11,402
| New | +$417K | 0.12% | 47 |
|