Raymond James & Associates’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
Q3 | $15.8M | Buy |
373,507
+13,372
| +4% | +$565K | 0.01% | 947 |
|
|
2024
Q2 | $14.3M | Buy |
360,135
+27,454
| +8% | +$1.09M | 0.01% | 955 |
|
|
2024
Q1 | $13.7M | Buy |
332,681
+22,988
| +7% | +$944K | 0.01% | 987 |
|
|
2023
Q4 | $11.7M | Buy |
309,693
+47,554
| +18% | +$1.79M | 0.01% | 1010 |
|
|
2023
Q3 | $8.88M | Buy |
262,139
+22,885
| +10% | +$775K | 0.01% | 1104 |
|
|
2023
Q2 | $8.52M | Buy |
239,254
+36,041
| +18% | +$1.28M | 0.01% | 1150 |
|
|
2023
Q1 | $6.91M | Buy |
203,213
+21,618
| +12% | +$735K | 0.01% | 1250 |
|
|
2022
Q4 | $5.96M | Buy |
181,595
+47,506
| +35% | +$1.56M | 0.01% | 1297 |
|
|
2022
Q3 | $3.99M | Buy |
134,089
+72,030
| +116% | +$2.14M | ﹤0.01% | 1529 |
|
|
2022
Q2 | $1.9M | Buy |
+62,059
| New | +$1.9M | ﹤0.01% | 2014 |
|