Mogy Joel R Investment Counsel’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio XJH Stock Details XJH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$132K	Hold
2025 Q2	$125K	Hold
2025 Q1	$117K	Buy
2024 Q4	$107K	Hold
2024 Q3	$108K	Sell
2024 Q2	$105K	Hold
2024 Q1	$109K	Buy