HighTower 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 | $1.21M | Buy |
29,120
+851
| +3% | +$35.3K | ﹤0.01% | 1880 |
|
2025
Q1 | $1.1M | Sell |
28,269
-18,734
| -40% | -$732K | ﹤0.01% | 1892 |
|
2024
Q4 | $1.97M | Buy |
47,003
+12,847
| +38% | +$537K | ﹤0.01% | 1523 |
|
2024
Q3 | $1.44M | Sell |
34,156
-3,255
| -9% | -$138K | ﹤0.01% | 1701 |
|
2024
Q2 | $1.48M | Buy |
37,411
+6,176
| +20% | +$244K | ﹤0.01% | 1616 |
|
2024
Q1 | $1.28M | Sell |
31,235
-2,173
| -7% | -$89.3K | ﹤0.01% | 1664 |
|
2023
Q4 | $1.26M | Buy |
33,408
+387
| +1% | +$14.6K | ﹤0.01% | 1713 |
|
2023
Q3 | $1.11M | Buy |
33,021
+74
| +0.2% | +$2.5K | ﹤0.01% | 1701 |
|
2023
Q2 | $1.17M | Buy |
32,947
+729
| +2% | +$26K | ﹤0.01% | 1664 |
|
2023
Q1 | $1.09M | Buy |
32,218
+152
| +0.5% | +$5.16K | ﹤0.01% | 1616 |
|
2022
Q4 | $1.05M | Buy |
32,066
+218
| +0.7% | +$7.15K | ﹤0.01% | 1639 |
|
2022
Q3 | $945K | Buy |
31,848
+206
| +0.7% | +$6.11K | ﹤0.01% | 1629 |
|
2022
Q2 | $966K | Buy |
31,642
+432
| +1% | +$13.2K | ﹤0.01% | 1652 |
|
2022
Q1 | $1.14M | Sell |
31,210
-4,284
| -12% | -$157K | ﹤0.01% | 1677 |
|
2021
Q4 | $1.38M | Buy |
+35,494
| New | +$1.38M | ﹤0.01% | 1577 |
|