Harbour Investments’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 | $1.12M | Buy |
26,886
+7,491
| +39% | +$311K | 0.03% | 496 |
|
|
2025
Q1 | $758K | Buy |
19,395
+3,938
| +25% | +$154K | 0.02% | 575 |
|
|
2024
Q4 | $647K | Buy |
15,457
+498
| +3% | +$20.8K | 0.02% | 621 |
|
|
2024
Q3 | $633K | Buy |
14,959
+12,759
| +580% | +$540K | 0.02% | 583 |
|
|
2024
Q2 | $87.1K | Hold |
2,200
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q1 | $90.4K | Hold |
2,200
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q4 | $83K | Hold |
2,200
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q3 | $74.5K | Hold |
2,200
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q2 | $78.4K | Sell |
2,200
-1,841
| -46% | -$65.6K | ﹤0.01% | 1156 |
|
|
2023
Q1 | $137K | Hold |
4,041
| – | – | 0.01% | 913 |
|
|
2022
Q4 | $133K | Buy |
+4,041
| New | +$133K | 0.01% | 895 |
|