Larson Financial Group’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 | $105K | Buy |
2,540
+25
| +1% | +$1.04K | ﹤0.01% | 830 |
|
|
2025
Q1 | $98.2K | Buy |
2,515
+245
| +11% | +$9.57K | ﹤0.01% | 800 |
|
|
2024
Q4 | $95K | Buy |
2,270
+71
| +3% | +$2.97K | ﹤0.01% | 737 |
|
|
2024
Q3 | $93K | Buy |
2,199
+533
| +32% | +$22.5K | 0.01% | 740 |
|
|
2024
Q2 | $65.9K | Buy |
1,666
+1,205
| +261% | +$47.7K | ﹤0.01% | 741 |
|
|
2024
Q1 | $18.9K | Buy |
461
+75
| +19% | +$3.08K | ﹤0.01% | 898 |
|
|
2023
Q4 | $14.6K | Buy |
386
+1
| +0.3% | +$38 | ﹤0.01% | 921 |
|
|
2023
Q3 | $13.1K | Hold |
385
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $13.7K | Buy |
385
+109
| +39% | +$3.89K | ﹤0.01% | 841 |
|
|
2023
Q1 | $9.38K | Buy |
276
+87
| +46% | +$2.96K | ﹤0.01% | 938 |
|
|
2022
Q4 | $6.19K | Buy |
189
+17
| +10% | +$557 | ﹤0.01% | 987 |
|
|
2022
Q3 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 976 |
|