Advisory Services Network’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.58M Buy
68,684
+781
+1% +$38.6K 0.04% 469
2026
Q1
$3.08M Sell
67,903
-18,767
-22% -$879K 0.04% 477
2025
Q4
$3.87M Buy
86,670
+5,305
+7% +$234K 0.05% 378
2025
Q3
$3.57M Buy
81,365
+2,431
+3% +$105K 0.05% 388
2025
Q2
$3.33M Sell
78,934
-7,852
-9% -$309K 0.05% 379
2025
Q1
$3.39M Buy
86,786
+16,768
+24% +$698K 0.07% 342
2024
Q4
$2.93M Buy
70,018
+12,918
+23% +$559K 0.05% 381
2024
Q3
$2.26M Hold
57,100
0.05% 430
2024
Q2
$2.26M Buy
57,100
+3,831
+7% +$152K 0.05% 430
2024
Q1
$2.19M Buy
53,269
+13,202
+33% +$508K 0.05% 433
2023
Q4
$1.51M Buy
40,067
+376
+0.9% +$12.9K 0.04% 504
2023
Q3
$1.34M Buy
39,691
+20,317
+105% +$723K 0.04% 542
2023
Q2
$690K Buy
+19,374
New +$654K 0.02% 774

Other funds holding XJH

Advisory Services Network's XJH Position: Q2 2026 in Review

Advisory Services Network increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 68,684 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #469.

Advisory Services Network first reported a position in XJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.87M in Q4 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Advisory Services Network held 68,684 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.58M as of Q2 2026.
  • Advisory Services Network bought 781 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $38.6K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Advisory Services Network's portfolio in Q2 2026, its #469 holding.
  • Advisory Services Network first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Advisory Services Network's iShares ESG Screened S&P Mid-Cap ETF position peaked at $3.87M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.