Sage Financial Group’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 | $1.25M | Buy |
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2025
Q1 | $1.08M | Buy |
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2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $956K | Buy |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $208K | Buy |
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