Opes Wealth Management’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 | $1.62M | Buy |
39,062
+5,034
| +15% | +$209K | 0.29% | 55 |
|
|
2025
Q1 | $1.33M | Buy |
34,028
+15,825
| +87% | +$618K | 0.27% | 56 |
|
|
2024
Q4 | $762K | Sell |
18,203
-790
| -4% | -$33.1K | 0.16% | 68 |
|
|
2024
Q3 | $803K | Buy |
18,993
+530
| +3% | +$22.4K | 0.15% | 65 |
|
|
2024
Q2 | $731K | Buy |
18,463
+260
| +1% | +$10.3K | 0.15% | 65 |
|
|
2024
Q1 | $748K | Buy |
18,203
+73
| +0.4% | +$3K | 0.17% | 66 |
|
|
2023
Q4 | $684K | Buy |
18,130
+5,175
| +40% | +$195K | 0.16% | 67 |
|
|
2023
Q3 | $439K | Buy |
+12,955
| New | +$439K | 0.12% | 84 |
|