Integrated Wealth Concepts’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	$471K	Buy	11,339 +2,373	+26%	+$98.5K	﹤0.01%	1315
2025 Q1	$350K	Buy	8,966 +2,725	+44%	+$106K	﹤0.01%	1314
2024 Q4	$261K	Buy	6,241 +1,451	+30%	+$60.7K	﹤0.01%	1450
2024 Q3	$203K	Buy	+4,790	New	+$203K	﹤0.01%	1554