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

Allworth 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	$6.48K	Hold	124	–	–	﹤0.01%	3985
2026 Q1	$5.62K	Hold	124	–	–	﹤0.01%	3891
2025 Q4	$5.52K	Buy	124 +1	+0.8%	+$44	﹤0.01%	3649
2025 Q3	$5.4K	Hold	123	–	–	﹤0.01%	3509
2025 Q2	$5.09K	Buy	123 +1	+0.8%	+$39	﹤0.01%	3247
2025 Q1	$4.66K	Hold	122	–	–	﹤0.01%	2797
2024 Q4	$5.36K	Buy	122 +1	+0.8%	+$43	﹤0.01%	2731
2024 Q3	$5.14K	Hold	121	–	–	﹤0.01%	2555
2024 Q2	$4.93K	Buy	+121	New	+$4.79K	﹤0.01%	2529

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

Allworth Financial's XJH Position: Q2 2026 in Review

Allworth Financial held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 124 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Allworth Financial first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Allworth Financial held 124 shares of iShares ESG Screened S&P Mid-Cap ETF worth $6.48K as of Q2 2026.
Allworth Financial 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 ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3985 holding.
Allworth Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.