IFP 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 | $11.3K | Buy |
272
+41
| +18% | +$1.7K | ﹤0.01% | 2838 |
|
|
2025
Q1 | $9.03K | Buy |
231
+75
| +48% | +$2.93K | ﹤0.01% | 2616 |
|
|
2024
Q4 | $6.53K | Hold |
156
| – | – | ﹤0.01% | 2696 |
|
|
2024
Q3 | $6.6K | Sell |
156
-3
| -2% | -$127 | ﹤0.01% | 2576 |
|
|
2024
Q2 | $6.29K | Buy |
159
+93
| +141% | +$3.68K | ﹤0.01% | 2496 |
|
|
2024
Q1 | $2.71K | Buy |
+66
| New | +$2.71K | ﹤0.01% | 2616 |
|
|
2023
Q1 | – | Sell |
-48,687
| Closed | -$1.21M | – | 4463 |
|
|
2022
Q4 | $1.21M | Buy |
48,687
+48,052
| +7,567% | +$1.19M | 0.03% | 548 |
|
|
2022
Q3 | $16K | Buy |
+635
| New | +$16K | ﹤0.01% | 3306 |
|