Litman Gregory Wealth Management LLC XJH Holdings History
Litman Gregory Wealth Management LLC's iShares ESG Select Screened S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 123,946.00 shares of iShares ESG Select Screened S&P Mid-Cap ETF(XJH), totaling $4.84 Mil. This investment constitutes 0.42% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 1.85% of the outstanding iShares ESG Select Screened S&P Mid-Cap ETF(XJH) stock.
The initial trade took place in 2025Q1. And since then Litman Gregory Wealth Management LLC has made 1 purchases of XJH, at an average price of $41.65, for a total of 123,946.00 shares. Based on historical transaction data and XJH's current price of $42.55, Litman Gregory Wealth Management LLC's estimated gain on his XJH holdings is $110,931.67, reflecting a 2.15% gain to date.
Litman Gregory Wealth Management LLC XJH ($42.55) Holding Chart
Litman Gregory Wealth Management LLC XJH ($42.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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