SC
Stephens Consulting’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
3,099
-75
| -2% | -$3.11K | 0.03% | 125 |
|
|
2025
Q1 | $124K | Buy |
3,174
+371
| +13% | +$14.5K | 0.03% | 120 |
|
|
2024
Q4 | $117K | Buy |
2,803
+536
| +24% | +$22.4K | 0.03% | 128 |
|
|
2024
Q3 | $95.9K | Sell |
2,267
-169
| -7% | -$7.15K | 0.02% | 135 |
|
|
2024
Q2 | $96.4K | Sell |
2,436
-374
| -13% | -$14.8K | 0.03% | 132 |
|
|
2024
Q1 | $115K | Buy |
+2,810
| New | +$115K | 0.04% | 116 |
|