Wells Financial Advisors’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 | $33.2K | Hold |
800
| – | – | 0.05% | 64 |
|
|
2025
Q1 | $31.3K | Hold |
800
| – | – | 0.04% | 62 |
|
|
2024
Q4 | $33.5K | Hold |
800
| – | – | 0.05% | 64 |
|
|
2024
Q3 | $33.8K | Sell |
800
-83
| -9% | -$3.51K | 0.05% | 62 |
|
|
2024
Q2 | $34.9K | Hold |
883
| – | – | 0.02% | 70 |
|
|
2024
Q1 | $36.3K | Sell |
883
-82
| -8% | -$3.37K | 0.02% | 58 |
|
|
2023
Q4 | $36.4K | Hold |
965
| – | – | 0.03% | 54 |
|
|
2023
Q3 | $32.7K | Hold |
965
| – | – | 0.03% | 54 |
|
|
2023
Q2 | $34.4K | Buy |
+965
| New | +$34.4K | 0.03% | 54 |
|