Shira Ridge Wealth Management’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 | $5.87M | Buy |
141,548
+5,613
| +4% | +$233K | 2.68% | 11 |
|
|
2025
Q1 | $5.31M | Buy |
135,935
+11,330
| +9% | +$443K | 2.65% | 11 |
|
|
2024
Q4 | $5.21M | Buy |
124,605
+6,105
| +5% | +$255K | 2.55% | 10 |
|
|
2024
Q3 | $5.01M | Sell |
118,500
-9,151
| -7% | -$387K | 2.56% | 11 |
|
|
2024
Q2 | $5.05M | Sell |
127,651
-53
| -0% | -$2.1K | 2.81% | 8 |
|
|
2024
Q1 | $5.25M | Sell |
127,704
-3,589
| -3% | -$147K | 3% | 7 |
|
|
2023
Q4 | $4.95M | Sell |
131,293
-1,523
| -1% | -$57.5K | 2.97% | 8 |
|
|
2023
Q3 | $4.5M | Buy |
132,816
+1,123
| +0.9% | +$38K | 2.96% | 9 |
|
|
2023
Q2 | $4.69M | Sell |
131,693
-155
| -0.1% | -$5.52K | 2.94% | 10 |
|
|
2023
Q1 | $4.48M | Buy |
131,848
+1,521
| +1% | +$51.7K | 2.96% | 11 |
|
|
2022
Q4 | $4.28M | Buy |
+130,327
| New | +$4.28M | 2.94% | 13 |
|