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Marshall & Sterling Wealth Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio XJH Stock Details XJH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$237K Sell
5,733
-776
-12% -$32.1K 0.16% 72
2025
Q1 		$254K Sell
6,509
-2,028
-24% -$79.2K 0.17% 75
2024
Q4 		$357K Buy
+8,537
New +$357K 0.25% 64