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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Hold
6,334
– – 0.02% 366
2025
Q1 		$247K Buy
6,334
+1,114
+21% +$43.5K 0.02% 318
2024
Q4 		$218K Hold
5,220
– – 0.02% 308
2024
Q3 		$221K Buy
+5,220
New +$221K 0.02% 265