Wood Tarver Financial Group’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
$101K Buy
2,442
+12
+0.5% +$496 0.03% 214
2025
Q1
$94.9K Buy
2,430
+10
+0.4% +$391 0.03% 206
2024
Q4
$101K Buy
+2,420
New +$101K 0.03% 194