RTD Financial Advisors’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	$1.28M	Buy	30,794 +1,205	+4%	+$50K	0.16%	58
2025 Q1	$1.16M	Buy	29,589 +1,775	+6%	+$69.3K	0.16%	61
2024 Q4	$1.16M	Buy	27,814 +4,210	+18%	+$176K	0.15%	61
2024 Q3	$998K	Buy	+23,604	New	+$998K	0.13%	63