RW
RVW Wealth’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 | $568K | Sell |
13,694
-4,309
| -24% | -$179K | 0.05% | 91 |
|
|
2025
Q1 | $703K | Sell |
18,003
-17,857
| -50% | -$698K | 0.07% | 76 |
|
|
2024
Q4 | $1.5M | Sell |
35,860
-780
| -2% | -$32.6K | 0.14% | 53 |
|
|
2024
Q3 | $1.55M | Sell |
36,640
-1,996
| -5% | -$84.4K | 0.14% | 56 |
|
|
2024
Q2 | $1.53M | Sell |
38,636
-9,385
| -20% | -$371K | 0.15% | 53 |
|
|
2024
Q1 | $1.97M | Sell |
48,021
-16,891
| -26% | -$694K | 0.2% | 50 |
|
|
2023
Q4 | $2.45M | Sell |
64,912
-31,990
| -33% | -$1.21M | 0.27% | 45 |
|
|
2023
Q3 | $3.28M | Sell |
96,902
-35,005
| -27% | -$1.19M | 0.4% | 40 |
|
|
2023
Q2 | $4.7M | Sell |
131,907
-153,275
| -54% | -$5.46M | 0.55% | 38 |
|
|
2023
Q1 | $9.69M | Sell |
285,182
-213,638
| -43% | -$7.26M | 1.2% | 29 |
|
|
2022
Q4 | $16.4M | Sell |
498,820
-54,182
| -10% | -$1.78M | 2.08% | 22 |
|
|
2022
Q3 | $16.4M | Buy |
553,002
+82,620
| +18% | +$2.46M | 2.31% | 16 |
|
|
2022
Q2 | $14.4M | Sell |
470,382
-16,459
| -3% | -$503K | 1.93% | 19 |
|
|
2022
Q1 | $17.8M | Buy |
486,841
+45,315
| +10% | +$1.66M | 2.06% | 22 |
|
|
2021
Q4 | $17.2M | Buy |
441,526
+427,953
| +3,153% | +$16.6M | 1.92% | 23 |
|
|
2021
Q3 | $0 | Buy |
+13,573
| New | – | ﹤0.01% | 122 |
|