McKinley Carter Wealth Services’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 | $948K | Sell |
22,844
-848
| -4% | -$35.2K | 0.05% | 170 |
|
|
2025
Q1 | $926K | Buy |
23,692
+6,183
| +35% | +$242K | 0.06% | 165 |
|
|
2024
Q4 | $733K | Buy |
17,509
+685
| +4% | +$28.7K | 0.04% | 171 |
|
|
2024
Q3 | $711K | Buy |
16,824
+293
| +2% | +$12.4K | 0.04% | 185 |
|
|
2024
Q2 | $654K | Sell |
16,531
-388
| -2% | -$15.4K | 0.04% | 184 |
|
|
2024
Q1 | $695K | Buy |
16,919
+96
| +0.6% | +$3.94K | 0.05% | 178 |
|
|
2023
Q4 | $635K | Sell |
16,823
-149
| -0.9% | -$5.62K | 0.05% | 181 |
|
|
2023
Q3 | $575K | Buy |
16,972
+56
| +0.3% | +$1.9K | 0.05% | 188 |
|
|
2023
Q2 | $603K | Sell |
16,916
-50
| -0.3% | -$1.78K | 0.05% | 188 |
|
|
2023
Q1 | $577K | Sell |
16,966
-700
| -4% | -$23.8K | 0.05% | 192 |
|
|
2022
Q4 | $579K | Sell |
17,666
-406
| -2% | -$13.3K | 0.05% | 187 |
|
|
2022
Q3 | $537K | Buy |
18,072
+64
| +0.4% | +$1.9K | 0.05% | 181 |
|
|
2022
Q2 | $551K | Buy |
18,008
+1,458
| +9% | +$44.6K | 0.05% | 182 |
|
|
2022
Q1 | $605K | Buy |
16,550
+2,876
| +21% | +$105K | 0.05% | 184 |
|
|
2021
Q4 | $531K | Buy |
+13,674
| New | +$531K | 0.04% | 188 |
|