Koss-Olinger Consulting’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 | $5.61M | Sell |
135,265
-13,927
| -9% | -$578K | 0.46% | 31 |
|
|
2025
Q1 | $5.83M | Buy |
149,192
+2,030
| +1% | +$79.3K | 0.49% | 29 |
|
|
2024
Q4 | $6.16M | Buy |
147,162
+1,241
| +0.9% | +$51.9K | 0.54% | 33 |
|
|
2024
Q3 | $6.17M | Buy |
145,921
+4,122
| +3% | +$174K | 0.54% | 30 |
|
|
2024
Q2 | $5.61M | Buy |
+141,799
| New | +$5.61M | 0.52% | 28 |
|
|
2024
Q1 | – | Sell |
-120,568
| Closed | -$4.55M | – | 324 |
|
|
2023
Q4 | $4.55M | Buy |
120,568
+19,554
| +19% | +$738K | 0.45% | 31 |
|
|
2023
Q3 | $3.42M | Buy |
+101,014
| New | +$3.42M | 0.5% | 30 |
|