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

Amara 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	$203K	Buy	+3,900	New	+$193K	0.12%	48
2026 Q1	–	Sell	-8,161	Closed	-$364K	–	48
2025 Q4	$364K	Buy	8,161 +307	+4%	+$13.5K	0.25%	38
2025 Q3	$344K	Sell	7,854 -323	-4%	-$13.9K	0.25%	38
2025 Q2	$339K	Sell	8,177 -1,548	-16%	-$60.8K	0.3%	34
2025 Q1	$380K	Buy	9,725 +1,262	+15%	+$52.6K	0.35%	32
2024 Q4	$354K	Sell	8,463 -87	-1%	-$3.76K	0.33%	32
2024 Q3	$362K	Buy	+8,550	New	+$349K	0.35%	29

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

Amara Financial's XJH Position: Q2 2026 in Review

Amara Financial opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 3,900 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #48 among its holdings. This is a return to the name: Amara Financial previously reported a position in XJH as recently as Q4 2025.

Amara Financial first reported a position in XJH in Q3 2024 and has held it in 7 quarters since. The position peaked at $380K in Q1 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Amara Financial held 3,900 shares of iShares ESG Screened S&P Mid-Cap ETF worth $203K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new Amara Financial position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.12% of Amara Financial's portfolio in Q2 2026, its #48 holding.
Amara Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Amara Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $380K in Q1 2025.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.