Larson Financial Group’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 | $105K | Buy |
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2025
Q1 | $98.2K | Buy |
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|
2024
Q4 | $95K | Buy |
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2024
Q3 | $93K | Buy |
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|
2024
Q2 | $65.9K | Buy |
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|
2024
Q1 | $18.9K | Buy |
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|
2023
Q4 | $14.6K | Buy |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $13.7K | Buy |
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|
2023
Q1 | $9.38K | Buy |
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|
2022
Q4 | $6.19K | Buy |
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|
2022
Q3 | $5K | Buy |
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