WOSD
WFA of San Diego’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 | $32.8K | Buy |
+791
| New | +$32.8K | 0.02% | 240 |
|
|
2024
Q3 | $33.5K | Hold |
791
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $31.3K | Buy |
+791
| New | +$31.3K | 0.03% | 212 |
|
|
2023
Q3 | $26.8K | Hold |
791
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $28.2K | Buy |
+791
| New | +$28.2K | 0.03% | 216 |
|
|
2023
Q1 | – | Sell |
-791
| Closed | -$25.9K | – | 441 |
|
|
2022
Q4 | $25.9K | Buy |
+791
| New | +$25.9K | 0.02% | 266 |
|