NorthRock Partners’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 | $665K | Buy |
16,030
+524
| +3% | +$21.7K | 0.02% | 329 |
|
|
2025
Q1 | $606K | Sell |
15,506
-343
| -2% | -$13.4K | 0.02% | 303 |
|
|
2024
Q4 | $663K | Buy |
15,849
+1,441
| +10% | +$60.3K | 0.02% | 280 |
|
|
2024
Q3 | $609K | Buy |
14,408
+5,550
| +63% | +$235K | 0.02% | 318 |
|
|
2024
Q2 | $351K | Buy |
8,858
+3,632
| +69% | +$144K | 0.01% | 428 |
|
|
2024
Q1 | $215K | Buy |
+5,226
| New | +$215K | 0.01% | 566 |
|