Sax Wealth Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Sax Wealth Advisors’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Sell
2025 Q2	$263K	Hold
2025 Q1	$247K	Buy
2024 Q4	$218K	Hold
2024 Q3	$221K	Buy