Mariner’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 | $11.9M | Buy |
286,555
+33,969
| +13% | +$1.41M | 0.02% | 547 |
|
|
2025
Q1 | $9.87M | Buy |
252,586
+28,443
| +13% | +$1.11M | 0.02% | 564 |
|
|
2024
Q4 | $9.38M | Buy |
224,143
+31,629
| +16% | +$1.32M | 0.02% | 564 |
|
|
2024
Q3 | $8.14M | Buy |
192,514
+29,910
| +18% | +$1.26M | 0.01% | 596 |
|
|
2024
Q2 | $6.43M | Buy |
162,604
+22,331
| +16% | +$884K | 0.01% | 643 |
|
|
2024
Q1 | $5.76M | Buy |
140,273
+69,277
| +98% | +$2.85M | 0.01% | 674 |
|
|
2023
Q4 | $2.68M | Buy |
70,996
+19,741
| +39% | +$745K | 0.01% | 927 |
|
|
2023
Q3 | $1.74M | Buy |
51,255
+10,982
| +27% | +$372K | ﹤0.01% | 1032 |
|
|
2023
Q2 | $1.43M | Buy |
40,273
+21,894
| +119% | +$780K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $625K | Buy |
18,379
+6,150
| +50% | +$209K | ﹤0.01% | 1563 |
|
|
2022
Q4 | $401K | Buy |
+12,229
| New | +$401K | ﹤0.01% | 1805 |
|