Topel & Distasi Wealth Management’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 | $793K | Buy |
19,118
+1,148
| +6% | +$47.6K | 0.42% | 39 |
|
|
2025
Q1 | $702K | Buy |
17,970
+3,148
| +21% | +$123K | 0.33% | 52 |
|
|
2024
Q4 | $620K | Sell |
14,822
-67
| -0.4% | -$2.8K | 0.27% | 57 |
|
|
2024
Q3 | $630K | Buy |
14,889
+2,413
| +19% | +$102K | 0.26% | 57 |
|
|
2024
Q2 | $494K | Sell |
12,476
-13
| -0.1% | -$514 | 0.22% | 57 |
|
|
2024
Q1 | $513K | Buy |
12,489
+943
| +8% | +$38.7K | 0.23% | 57 |
|
|
2023
Q4 | $436K | Sell |
11,546
-64
| -0.6% | -$2.41K | 0.21% | 57 |
|
|
2023
Q3 | $393K | Buy |
11,610
+950
| +9% | +$32.2K | 0.21% | 59 |
|
|
2023
Q2 | $380K | Buy |
10,660
+242
| +2% | +$8.62K | 0.19% | 62 |
|
|
2023
Q1 | $354K | Buy |
10,418
+3,731
| +56% | +$127K | 0.18% | 64 |
|
|
2022
Q4 | $219K | Buy |
6,687
+129
| +2% | +$4.23K | 0.12% | 69 |
|
|
2022
Q3 | $222K | Buy |
+6,558
| New | +$222K | 0.12% | 70 |
|