Gould Asset Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Sell |
|
|||||
|
2025
Q2 | $1.34M | Sell |
|
|||||
|
2025
Q1 | $1.27M | Sell |
|
|||||
|
2024
Q4 | $1.37M | Sell |
|
|||||
|
2024
Q3 | $1.42M | Sell |
|
|||||
|
2024
Q2 | $1.37M | Buy |
|
|||||
|
2024
Q1 | $1.42M | Buy |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $953K | Buy |
|
|||||
|
2023
Q2 | $949K | Buy |
|
|||||
|
2023
Q1 | $846K | Buy |
|
|||||
|
2022
Q4 | $805K | Buy |
|
|||||
|
2022
Q3 | $334K | Buy |
|