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

Ameritas Advisory Services’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
2025
Q3 		– Sell
-80
Closed -$3.32K – 2961
2025
Q2 		$3.32K Buy
+80
New +$3.15K ﹤0.01% 2365
2023
Q2 		– Sell
-1,975
Closed -$66.7K – 2550
2023
Q1 		$66.7K Buy
+1,975
New +$68.4K ﹤0.01% 1151

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Ameritas Advisory Services's XJH Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2025, closing a stake of 80 shares — an estimated $3.32K sold.

Ameritas Advisory Services first reported a position in XJH in Q1 2023 and held it in 2 quarters. The position peaked at $66.7K in Q1 2023. 150 funds tracked by Wall St. Rank hold XJH as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 80 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2025, an estimated $3.32K.
  • Ameritas Advisory Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $66.7K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.