WhitTier Trust 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 | $29.5K | Hold |
710
| – | – | ﹤0.01% | 895 |
|
|
2025
Q1 | $27.7K | Hold |
710
| – | – | ﹤0.01% | 899 |
|
|
2024
Q4 | $29.7K | Hold |
710
| – | – | ﹤0.01% | 861 |
|
|
2024
Q3 | $30K | Hold |
710
| – | – | ﹤0.01% | 860 |
|
|
2024
Q2 | $28.1K | Hold |
710
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $29.2K | Hold |
710
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $26.8K | Hold |
710
| – | – | ﹤0.01% | 787 |
|
|
2023
Q3 | $24K | Hold |
710
| – | – | ﹤0.01% | 787 |
|
|
2023
Q2 | $25.3K | Hold |
710
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $24.1K | Hold |
710
| – | – | ﹤0.01% | 813 |
|
|
2022
Q4 | $23.3K | Hold |
710
| – | – | ﹤0.01% | 815 |
|
|
2022
Q3 | $21K | Buy |
+710
| New | +$21K | ﹤0.01% | 807 |
|