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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Amara Financial's XJH Position: Q1 2026 in Review

Amara Financial sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2026, closing a stake of 8,161 shares — an estimated $364K sold.

Amara Financial first reported a position in XJH in Q3 2024 and held it in 6 quarters. The position peaked at $380K in Q1 2025. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Amara Financial reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Amara Financial sold 8,161 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $364K.
  • Amara Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and held it in 6 quarters.
  • Amara Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $380K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.