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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $993K | Sell |
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|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $531K | Buy |
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