WhitTier Trust Company’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.3K | Hold |
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|
2025
Q2 | $29.5K | Hold |
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2025
Q1 | $27.7K | Hold |
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|
2024
Q4 | $29.7K | Hold |
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|
2024
Q3 | $30K | Hold |
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|
2024
Q2 | $28.1K | Hold |
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|
2024
Q1 | $29.2K | Hold |
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|
2023
Q4 | $26.8K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $25.3K | Hold |
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $23.3K | Hold |
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|
2022
Q3 | $21K | Buy |
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