Hilltop Wealth Advisors’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
$1.92M Sell
2025
Q2
$1.84M Buy
2025
Q1
$1.68M Sell
2024
Q4
$1.83M Sell
2024
Q3
$2.04M Buy
2024
Q2
$450K Sell
2024
Q1
$471K Sell
2023
Q4
$610K Buy
2023
Q3
$473K Buy
2023
Q2
$449K Buy