GHP Investment Advisors’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 | $28.1K | Buy |
678
+2
| +0.3% | +$83 | ﹤0.01% | 583 |
|
|
2025
Q1 | $26.4K | Buy |
676
+2
| +0.3% | +$78 | ﹤0.01% | 568 |
|
|
2024
Q4 | $28.2K | Buy |
674
+3
| +0.4% | +$126 | ﹤0.01% | 560 |
|
|
2024
Q3 | $28.4K | Buy |
671
+2
| +0.3% | +$85 | ﹤0.01% | 578 |
|
|
2024
Q2 | $26.5K | Buy |
669
+2
| +0.3% | +$79 | ﹤0.01% | 560 |
|
|
2024
Q1 | $27.4K | Buy |
667
+1
| +0.2% | +$41 | ﹤0.01% | 547 |
|
|
2023
Q4 | $25.1K | Buy |
666
+3
| +0.5% | +$113 | ﹤0.01% | 549 |
|
|
2023
Q3 | $21.8K | Buy |
663
+3
| +0.5% | +$99 | ﹤0.01% | 593 |
|
|
2023
Q2 | $23.8K | Buy |
660
+2
| +0.3% | +$72 | ﹤0.01% | 569 |
|
|
2023
Q1 | $22.4K | Buy |
658
+2
| +0.3% | +$68 | ﹤0.01% | 573 |
|
|
2022
Q4 | $21.5K | Buy |
656
+247
| +60% | +$8.1K | ﹤0.01% | 577 |
|
|
2022
Q3 | $12K | Hold |
409
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $12K | Buy |
409
+2
| +0.5% | +$59 | ﹤0.01% | 655 |
|
|
2022
Q1 | $15K | Buy |
+407
| New | +$15K | ﹤0.01% | 652 |
|