Sage Financial Group’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 | $1.25M | Buy |
30,014
+2,358
| +9% | +$97.9K | 0.09% | 48 |
|
|
2025
Q1 | $1.08M | Buy |
27,656
+750
| +3% | +$29.3K | 0.09% | 48 |
|
|
2024
Q4 | $1.13M | Buy |
26,906
+1,633
| +6% | +$68.3K | 0.09% | 48 |
|
|
2024
Q3 | $1.07M | Buy |
25,273
+641
| +3% | +$27.1K | 0.09% | 50 |
|
|
2024
Q2 | $975K | Buy |
24,632
+1,348
| +6% | +$53.3K | 0.08% | 50 |
|
|
2024
Q1 | $956K | Buy |
23,284
+2,452
| +12% | +$101K | 0.09% | 49 |
|
|
2023
Q4 | $786K | Buy |
20,832
+3,336
| +19% | +$126K | 0.08% | 53 |
|
|
2023
Q3 | $593K | Buy |
17,496
+1,022
| +6% | +$34.6K | 0.07% | 54 |
|
|
2023
Q2 | $587K | Buy |
16,474
+5,720
| +53% | +$204K | 0.06% | 55 |
|
|
2023
Q1 | $366K | Buy |
10,754
+4,406
| +69% | +$150K | 0.04% | 76 |
|
|
2022
Q4 | $208K | Buy |
+6,348
| New | +$208K | 0.03% | 94 |
|