ACA
XJH icon

Aptus Capital Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Aptus Capital Advisors’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 		$1.14M Buy
21,876
+2,746
+14% +$136K 0.01% 600
2026
Q1 		$868K Buy
19,130
+192
+1% +$8.99K 0.01% 607
2025
Q4 		$846K Buy
18,938
+282
+2% +$12.4K 0.01% 617
2025
Q3 		$818K Buy
18,656
+77
+0.4% +$3.32K 0.01% 590
2025
Q2 		$771K Buy
18,579
+10,609
+133% +$417K 0.01% 584
2025
Q1 		$311K Buy
7,970
+6,553
+462% +$273K ﹤0.01% 762
2024
Q4 		$59.3K Buy
1,417
+103
+8% +$4.45K ﹤0.01% 1077
2024
Q3 		$55.6K Buy
+1,314
New +$53.6K ﹤0.01% 920

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Aptus Capital Advisors's XJH Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 21,876 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #600.

Aptus Capital Advisors first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Aptus Capital Advisors held 21,876 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.14M as of Q2 2026.
  • Aptus Capital Advisors bought 2,746 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #600 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.