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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$237K	Sell
2025 Q1	$254K	Sell
2024 Q4	$357K	Buy