TFO
Tarbox Family Office’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 | $345K | Sell |
8,318
-402
| -5% | -$16.7K | 0.05% | 90 |
|
|
2025
Q1 | $341K | Buy |
8,720
+856
| +11% | +$33.4K | 0.06% | 85 |
|
|
2024
Q4 | $329K | Sell |
7,864
-108
| -1% | -$4.52K | 0.05% | 85 |
|
|
2024
Q3 | $337K | Buy |
7,972
+691
| +9% | +$29.2K | 0.06% | 84 |
|
|
2024
Q2 | $288K | Buy |
7,281
+719
| +11% | +$28.5K | 0.05% | 87 |
|
|
2024
Q1 | $270K | Buy |
6,562
+283
| +5% | +$11.6K | 0.05% | 91 |
|
|
2023
Q4 | $237K | Sell |
6,279
-250
| -4% | -$9.43K | 0.05% | 90 |
|
|
2023
Q3 | $221K | Buy |
+6,529
| New | +$221K | 0.05% | 94 |
|