Addison Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Addison Advisors’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	$36.5K	Hold	700	–	–	0.02%	280
2026 Q1	$31.8K	Hold	700	–	–	0.01%	490
2025 Q4	$31.3K	Hold	700	–	–	0.01%	491
2025 Q3	$30.7K	Hold	700	–	–	0.01%	486
2025 Q2	$29.1K	Hold	700	–	–	0.01%	482
2025 Q1	$27.3K	Hold	700	–	–	0.01%	458
2024 Q4	$29.3K	Hold	700	–	–	0.01%	452
2024 Q3	$29.6K	Buy	+700	New	+$28.5K	0.01%	460
2023 Q2	–	Sell	-760	Closed	-$25.8K	–	661
2023 Q1	$25.8K	Hold	760	–	–	0.01%	365
2022 Q4	$24.9K	Buy	+760	New	+$24.9K	0.01%	352

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

Addison Advisors's XJH Position: Q2 2026 in Review

Addison Advisors held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 700 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #280.

Addison Advisors first reported a position in XJH in Q4 2022 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Addison Advisors held 700 shares of iShares ESG Screened S&P Mid-Cap ETF worth $36.5K as of Q2 2026.
Addison Advisors 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 0.02% of Addison Advisors's portfolio in Q2 2026, its #280 holding.
Addison Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.