WrapManager Inc’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
Q1 | – | Sell |
-7,251
| Closed | -$303K | – | 234 |
|
|
2024
Q4 | $303K | Sell |
7,251
-855
| -11% | -$35.8K | 0.08% | 161 |
|
|
2024
Q3 | $343K | Buy |
8,106
+258
| +3% | +$10.9K | 0.09% | 151 |
|
|
2024
Q2 | $311K | Sell |
7,848
-58
| -0.7% | -$2.3K | 0.09% | 183 |
|
|
2024
Q1 | $325K | Sell |
7,906
-44,613
| -85% | -$1.83M | 0.09% | 190 |
|
|
2023
Q4 | $1.98M | Buy |
+52,519
| New | +$1.98M | 0.58% | 48 |
|