Tarbox Family Office’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Tarbox Family Office’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Sell
2025 Q1	$341K	Buy
2024 Q4	$329K	Sell
2024 Q3	$337K	Buy
2024 Q2	$288K	Buy
2024 Q1	$270K	Buy
2023 Q4	$237K	Sell
2023 Q3	$221K	Buy