JFA
JNBA Financial Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
81,126
-5,262
| -6% | -$218K | 0.32% | 46 |
|
|
2025
Q1 | $3.38M | Buy |
86,388
+8,065
| +10% | +$315K | 0.35% | 42 |
|
|
2024
Q4 | $3.28M | Buy |
78,323
+7,464
| +11% | +$312K | 0.33% | 45 |
|
|
2024
Q3 | $3M | Buy |
70,859
+4,762
| +7% | +$201K | 0.3% | 47 |
|
|
2024
Q2 | $2.62M | Buy |
66,097
+4,768
| +8% | +$189K | 0.28% | 49 |
|
|
2024
Q1 | $2.52M | Buy |
61,329
+9,995
| +19% | +$411K | 0.26% | 52 |
|
|
2023
Q4 | $1.94M | Buy |
51,334
+2,624
| +5% | +$99K | 0.22% | 69 |
|
|
2023
Q3 | $1.65M | Buy |
48,710
+1,869
| +4% | +$63.3K | 0.21% | 71 |
|
|
2023
Q2 | $1.67M | Buy |
46,841
+3,498
| +8% | +$125K | 0.2% | 70 |
|
|
2023
Q1 | $1.47M | Buy |
43,343
+3,513
| +9% | +$119K | 0.19% | 79 |
|
|
2022
Q4 | $1.31M | Buy |
39,830
+2,498
| +7% | +$81.9K | 0.18% | 80 |
|
|
2022
Q3 | $1.11M | Buy |
37,332
+3,086
| +9% | +$91.8K | 0.17% | 83 |
|
|
2022
Q2 | $1.05M | Buy |
34,246
+3,511
| +11% | +$107K | 0.16% | 86 |
|
|
2022
Q1 | $1.12M | Buy |
30,735
+528
| +2% | +$19.3K | 0.15% | 88 |
|
|
2021
Q4 | $1.17M | Buy |
30,207
+5,522
| +22% | +$215K | 0.14% | 90 |
|
|
2021
Q3 | $892K | Buy |
24,685
+9,433
| +62% | +$341K | 0.12% | 96 |
|
|
2021
Q2 | $566K | Buy |
15,252
+3,940
| +35% | +$146K | 0.08% | 113 |
|
|
2021
Q1 | $407K | Buy |
11,312
+7,136
| +171% | +$257K | 0.06% | 131 |
|
|
2020
Q4 | $133K | Buy |
+4,176
| New | +$133K | 0.02% | 193 |
|