Medallion Wealth Advisors, LLC’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio XJH Stock Details XJH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.9K	Buy
2025 Q4	$78.5K	Sell
2025 Q3	$80.7K	Buy
2025 Q2	$77.2K	Buy
2025 Q1	$68.5K	Buy
2024 Q4	$71.2K	Buy