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

Affiance Financial’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	$1.24M	Sell	23,840 -923	-4%	-$45.6K	0.18%	50
2026 Q1	$1.12M	Sell	24,763 -6,275	-20%	-$294K	0.18%	51
2025 Q4	$1.39M	Buy	31,038 +66	+0.2%	+$2.91K	0.22%	45
2025 Q3	$1.36M	Sell	30,972 -242	-0.8%	-$10.4K	0.25%	44
2025 Q2	$1.3M	Buy	31,214 +1,967	+7%	+$77.3K	0.26%	43
2025 Q1	$1.14M	Buy	29,247 +7,841	+37%	+$327K	0.27%	45
2024 Q4	$896K	Sell	21,406 -75	-0.3%	-$3.24K	0.21%	56
2024 Q3	$908K	Buy	21,481 +189	+0.9%	+$7.71K	0.22%	51
2024 Q2	$843K	Buy	21,292 +1,497	+8%	+$59.3K	0.22%	52
2024 Q1	$813K	Sell	19,795 -17,685	-47%	-$680K	0.22%	54
2023 Q4	$1.41M	Buy	37,480 +392	+1%	+$13.5K	0.41%	38
2023 Q3	$1.26M	Buy	37,088 +1,399	+4%	+$49.8K	0.64%	35
2023 Q2	$1.27M	Buy	35,689 +1,621	+5%	+$54.7K	0.62%	35
2023 Q1	$1.16M	Buy	34,068 +28,085	+469%	+$973K	0.61%	35
2022 Q4	$196K	Buy	+5,983	New	+$196K	0.08%	98

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

Affiance Financial's XJH Position: Q2 2026 in Review

Affiance Financial reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.7% in Q2 2026, selling an estimated $45.6K and leaving 23,840 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #50.

Affiance Financial first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2023. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Affiance Financial held 23,840 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.24M as of Q2 2026.
Affiance Financial sold 923 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.6K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.18% of Affiance Financial's portfolio in Q2 2026, its #50 holding.
Affiance Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Affiance Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.41M in Q4 2023.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.