JNBA Financial 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
Q2 | $3.37M | Sell |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $892K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $133K | Buy |
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