Weil Company’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 | $383K | Buy |
9,234
+3,011
| +48% | +$125K | 0.1% | 88 |
|
|
2025
Q1 | $243K | Buy |
+6,223
| New | +$243K | 0.07% | 91 |
|
|
2023
Q3 | – | Sell |
-5,822
| Closed | -$207K | – | 152 |
|
|
2023
Q2 | $207K | Sell |
5,822
-686
| -11% | -$24.4K | 0.09% | 139 |
|
|
2023
Q1 | $221K | Sell |
6,508
-1,475
| -18% | -$50.1K | 0.1% | 127 |
|
|
2022
Q4 | $262K | Buy |
+7,983
| New | +$262K | 0.12% | 118 |
|