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 2025-06-30, Litman Gregory Wealth Management LLC held 136,908.00 shares of iShares ESG Select Screened S&P Mid-Cap ETF(XJH), totaling $5.68 Mil. This investment constitutes 0.45% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 1.98% 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 2 purchases of XJH, at an average price of $41.43, for a total of 136,908.00 shares. Based on historical transaction data and XJH's current price of $43.02, Litman Gregory Wealth Management LLC's estimated gain on his XJH holdings is $218,161.57, reflecting a 3.85% gain to date.
Litman Gregory Wealth Management LLC XJH ($43.02) Holding Chart
Litman Gregory Wealth Management LLC XJH ($43.02) 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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