Gould Asset 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 | $1.34M | Sell |
32,270
-235
| -0.7% | -$9.75K | 0.26% | 48 |
|
|
2025
Q1 | $1.27M | Sell |
32,505
-205
| -0.6% | -$8.01K | 0.26% | 46 |
|
|
2024
Q4 | $1.37M | Sell |
32,710
-910
| -3% | -$38.1K | 0.29% | 45 |
|
|
2024
Q3 | $1.42M | Sell |
33,620
-1,005
| -3% | -$42.5K | 0.3% | 41 |
|
|
2024
Q2 | $1.37M | Buy |
34,625
+180
| +0.5% | +$7.12K | 0.32% | 42 |
|
|
2024
Q1 | $1.42M | Buy |
34,445
+2,535
| +8% | +$104K | 0.34% | 38 |
|
|
2023
Q4 | $1.2M | Buy |
31,910
+3,780
| +13% | +$143K | 0.31% | 38 |
|
|
2023
Q3 | $953K | Buy |
28,130
+1,500
| +6% | +$50.8K | 0.27% | 41 |
|
|
2023
Q2 | $949K | Buy |
26,630
+1,740
| +7% | +$62K | 0.26% | 41 |
|
|
2023
Q1 | $846K | Buy |
24,890
+340
| +1% | +$11.6K | 0.24% | 46 |
|
|
2022
Q4 | $805K | Buy |
24,550
+13,315
| +119% | +$437K | 0.24% | 51 |
|
|
2022
Q3 | $334K | Buy |
+11,235
| New | +$334K | 0.11% | 90 |
|