Hilltop Wealth 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 | $1.84M | Buy |
44,254
+1,207
| +3% | +$50.1K | 1.03% | 22 |
|
|
2025
Q1 | $1.68M | Sell |
43,047
-806
| -2% | -$31.5K | 0.95% | 23 |
|
|
2024
Q4 | $1.83M | Sell |
43,853
-4,400
| -9% | -$184K | 0.93% | 22 |
|
|
2024
Q3 | $2.04M | Buy |
48,253
+36,877
| +324% | +$1.56M | 0.95% | 22 |
|
|
2024
Q2 | $450K | Sell |
11,376
-90
| -0.8% | -$3.56K | 0.23% | 36 |
|
|
2024
Q1 | $471K | Sell |
11,466
-4,707
| -29% | -$193K | 0.24% | 36 |
|
|
2023
Q4 | $610K | Buy |
16,173
+2,218
| +16% | +$83.7K | 0.35% | 28 |
|
|
2023
Q3 | $473K | Buy |
13,955
+1,362
| +11% | +$46.1K | 0.37% | 26 |
|
|
2023
Q2 | $449K | Buy |
+12,593
| New | +$449K | 0.33% | 27 |
|