Stratos Wealth Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $623K | Buy |
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|
2025
Q4 | $507K | Sell |
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|
2025
Q3 | $643K | Buy |
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|
2025
Q2 | $602K | Sell |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $305K | Buy |
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