Mogy Joel R Investment Counsel’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 | $125K | Hold |
3,000
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $117K | Buy |
3,000
+450
| +18% | +$17.6K | 0.01% | 99 |
|
|
2024
Q4 | $107K | Hold |
2,550
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $108K | Sell |
2,550
-100
| -4% | -$4.23K | 0.01% | 104 |
|
|
2024
Q2 | $105K | Hold |
2,650
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $109K | Buy |
+2,650
| New | +$109K | 0.01% | 107 |
|