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 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 $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

1 North Wealth Services's XJH Position: Q1 2026 in Review

1 North Wealth Services held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q1 2026 at 245 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

1 North Wealth Services first reported a position in XJH in Q1 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

1 North Wealth Services held 245 shares of iShares ESG Screened S&P Mid-Cap ETF worth $11.1K as of Q1 2026.
1 North Wealth Services left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #154 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 5 quarters since.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.