Magnus 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 | $514K | Buy |
12,392
+37
| +0.3% | +$1.54K | 0.05% | 230 |
|
|
2025
Q1 | $483K | Buy |
12,355
+517
| +4% | +$20.2K | 0.05% | 229 |
|
|
2024
Q4 | $495K | Buy |
11,838
+1,035
| +10% | +$43.3K | 0.05% | 219 |
|
|
2024
Q3 | $457K | Buy |
10,803
+1,418
| +15% | +$60K | 0.05% | 224 |
|
|
2024
Q2 | $371K | Buy |
9,385
+2,147
| +30% | +$85K | 0.04% | 227 |
|
|
2024
Q1 | $297K | Buy |
+7,238
| New | +$297K | 0.04% | 250 |
|