1 North Wealth Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

1 North Wealth Services’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8K	Hold	245	–	–	﹤0.01%	164
2026 Q1	$11.1K	Hold	245	–	–	﹤0.01%	154
2025 Q4	$10.9K	Hold	245	–	–	﹤0.01%	157
2025 Q3	$10.7K	Hold	245	–	–	﹤0.01%	145
2025 Q2	$10.2K	Hold	245	–	–	﹤0.01%	146
2025 Q1	$9.57K	Buy	+245	New	+$10.2K	﹤0.01%	149

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

1 North Wealth Services's XJH Position: Q2 2026 in Review

1 North Wealth Services held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 245 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

1 North Wealth Services first reported a position in XJH in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

1 North Wealth Services held 245 shares of iShares ESG Screened S&P Mid-Cap ETF worth $12.8K as of Q2 2026.
1 North Wealth Services left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #164 holding.
1 North Wealth Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.