Steward Partners Investment Advisory’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 | $1.28M | Buy |
30,771
+681
| +2% | +$28.3K | 0.01% | 883 |
|
|
2025
Q1 | $1.18M | Sell |
30,090
-24,092
| -44% | -$941K | 0.01% | 856 |
|
|
2024
Q4 | $2.27M | Sell |
54,182
-3,864
| -7% | -$162K | 0.02% | 597 |
|
|
2024
Q3 | $2.45M | Buy |
58,046
+2,196
| +4% | +$92.9K | 0.02% | 563 |
|
|
2024
Q2 | $2.21M | Buy |
55,850
+1,340
| +2% | +$53K | 0.02% | 556 |
|
|
2024
Q1 | $2.24M | Buy |
54,510
+53,728
| +6,871% | +$2.21M | 0.02% | 547 |
|
|
2023
Q4 | $29.5K | Buy |
+782
| New | +$29.5K | ﹤0.01% | 2208 |
|