LPL Financial’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 | $8.91M | Buy |
214,676
+25,891
| +14% | +$1.07M | ﹤0.01% | 1826 |
|
|
2025
Q1 | $7.38M | Buy |
188,785
+88,073
| +87% | +$3.44M | ﹤0.01% | 1825 |
|
|
2024
Q4 | $4.21M | Buy |
100,712
+11,668
| +13% | +$488K | ﹤0.01% | 2212 |
|
|
2024
Q3 | $3.77M | Buy |
89,044
+18,967
| +27% | +$802K | ﹤0.01% | 2196 |
|
|
2024
Q2 | $2.77M | Buy |
70,077
+43,627
| +165% | +$1.73M | ﹤0.01% | 2316 |
|
|
2024
Q1 | $1.09M | Sell |
26,450
-18,777
| -42% | -$771K | ﹤0.01% | 3072 |
|
|
2023
Q4 | $1.71M | Buy |
45,227
+24,477
| +118% | +$923K | ﹤0.01% | 2543 |
|
|
2023
Q3 | $703K | Buy |
20,750
+3,493
| +20% | +$118K | ﹤0.01% | 3191 |
|
|
2023
Q2 | $615K | Buy |
17,257
+1,417
| +9% | +$50.5K | ﹤0.01% | 3226 |
|
|
2023
Q1 | $538K | Buy |
15,840
+320
| +2% | +$10.9K | ﹤0.01% | 3250 |
|
|
2022
Q4 | $509K | Buy |
+15,520
| New | +$509K | ﹤0.01% | 3214 |
|