Whittier Trust’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 | $843K | Hold |
20,309
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $793K | Hold |
20,309
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $850K | Buy |
20,309
+142
| +0.7% | +$5.94K | 0.01% | 406 |
|
|
2024
Q3 | $853K | Hold |
20,167
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $798K | Hold |
20,167
| – | – | 0.01% | 405 |
|
|
2024
Q1 | $828K | Hold |
20,167
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $761K | Buy |
20,167
+2,460
| +14% | +$92.8K | 0.01% | 401 |
|
|
2023
Q3 | $600K | Buy |
+17,707
| New | +$600K | 0.01% | 433 |
|