Spire 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 | $3.49K | Hold |
84
| – | – | ﹤0.01% | 2046 |
|
|
2025
Q1 | $3.28K | Hold |
84
| – | – | ﹤0.01% | 2170 |
|
|
2024
Q4 | $3.51K | Hold |
84
| – | – | ﹤0.01% | 2132 |
|
|
2024
Q3 | $3.55K | Hold |
84
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q2 | $3.32K | Hold |
84
| – | – | ﹤0.01% | 1913 |
|
|
2024
Q1 | $3.45K | Buy |
84
+24
| +40% | +$986 | ﹤0.01% | 2002 |
|
|
2023
Q4 | $2.23K | Hold |
60
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q3 | $2.04K | Hold |
60
| – | – | ﹤0.01% | 2138 |
|
|
2023
Q2 | $2.14K | Hold |
60
| – | – | ﹤0.01% | 2186 |
|
|
2023
Q1 | $2.04K | Buy |
60
+28
| +88% | +$952 | ﹤0.01% | 2262 |
|
|
2022
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 2267 |
|
|
2022
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2146 |
|