SHJ
Sharkey, Howes & Javer’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
158,858
+29,902
| +23% | +$695K | 0.49% | 40 |
|
|
2025
Q1 | $2.97M | Sell |
128,956
-1,445
| -1% | -$33.3K | 0.43% | 51 |
|
|
2024
Q4 | $2.96M | Sell |
130,401
-886
| -0.7% | -$20.1K | 0.42% | 48 |
|
|
2024
Q3 | $3.12M | Sell |
131,287
-3,300
| -2% | -$78.5K | 0.44% | 39 |
|
|
2024
Q2 | $3.06M | Buy |
134,587
+12,926
| +11% | +$294K | 0.49% | 37 |
|
|
2024
Q1 | $2.8M | Buy |
121,661
+3,010
| +3% | +$69.2K | 0.46% | 39 |
|
|
2023
Q4 | $2.76M | Buy |
118,651
+15,518
| +15% | +$361K | 0.49% | 33 |
|
|
2023
Q3 | $2.24M | Buy |
103,133
+2,037
| +2% | +$44.3K | 0.43% | 40 |
|
|
2023
Q2 | $2.3M | Sell |
101,096
-942
| -0.9% | -$21.4K | 0.44% | 33 |
|
|
2023
Q1 | $2.35M | Buy |
102,038
+37,164
| +57% | +$855K | 0.5% | 30 |
|
|
2022
Q4 | $1.45M | Buy |
64,874
+7,988
| +14% | +$178K | 0.33% | 42 |
|
|
2022
Q3 | $1.24M | Buy |
56,886
+18,154
| +47% | +$395K | 0.27% | 48 |
|
|
2022
Q2 | $897K | Sell |
38,732
-7,555
| -16% | -$175K | 0.22% | 49 |
|
|
2022
Q1 | $1.16M | Buy |
+46,287
| New | +$1.16M | 0.27% | 45 |
|
|
2021
Q2 | – | Sell |
-28,170
| Closed | -$759K | – | 82 |
|
|
2021
Q1 | $759K | Buy |
28,170
+13,129
| +87% | +$354K | 0.24% | 46 |
|
|
2020
Q4 | $426K | Buy |
15,041
+978
| +7% | +$27.7K | 0.14% | 53 |
|
|
2020
Q3 | $390K | Buy |
+14,063
| New | +$390K | 0.15% | 53 |
|