Petix & Botte Financial’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
2024 Q2	–	Sell	-12,489	Closed	-$513K	–	168
2024 Q1	$513K	Buy	+12,489	New	+$513K	0.13%	93