PFA
Pathway Financial Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
10,559
| – | – | 0.06% | 94 |
|
|
2025
Q1 | $413K | Buy |
10,559
+456
| +5% | +$17.8K | 0.07% | 107 |
|
|
2024
Q4 | $423K | Buy |
10,103
+1,432
| +17% | +$59.9K | 0.1% | 103 |
|
|
2024
Q3 | $367K | Buy |
8,671
+1,448
| +20% | +$61.2K | 0.09% | 106 |
|
|
2024
Q2 | $286K | Buy |
7,223
+1,185
| +20% | +$46.9K | 0.08% | 122 |
|
|
2024
Q1 | $248K | Buy |
+6,038
| New | +$248K | 0.07% | 139 |
|