RVW Wealth’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $9.69M | Sell |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $16.4M | Buy |
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|
2022
Q2 | $14.4M | Sell |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $17.2M | Buy |
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|
2021
Q3 | $0 | Buy |
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