Stratos Wealth Partners’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 | $602K | Sell |
14,515
-754
| -5% | -$31.3K | 0.01% | 860 |
|
|
2025
Q1 | $597K | Sell |
15,269
-74
| -0.5% | -$2.89K | 0.01% | 826 |
|
|
2024
Q4 | $642K | Buy |
15,343
+3,567
| +30% | +$149K | 0.01% | 839 |
|
|
2024
Q3 | $498K | Sell |
11,776
-68
| -0.6% | -$2.88K | 0.01% | 946 |
|
|
2024
Q2 | $469K | Buy |
11,844
+27
| +0.2% | +$1.07K | 0.01% | 926 |
|
|
2024
Q1 | $485K | Buy |
11,817
+2,752
| +30% | +$113K | 0.01% | 906 |
|
|
2023
Q4 | $342K | Buy |
9,065
+58
| +0.6% | +$2.19K | 0.01% | 1021 |
|
|
2023
Q3 | $305K | Buy |
+9,007
| New | +$305K | 0.01% | 1006 |
|