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Action Point Financial Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Action Point Financial Planning’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 		$50.3K Buy
+964
New +$47.7K 0.01% 817

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Action Point Financial Planning's XJH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 964 shares worth $50.3K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings.

194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Action Point Financial Planning held 964 shares of iShares ESG Screened S&P Mid-Cap ETF worth $50.3K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #817 holding.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.