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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$146K Buy
2,801
+161
+6% +$7.96K ﹤0.01% 2458
2026
Q1
$120K Hold
2,640
﹤0.01% 1301
2025
Q4
$118K Buy
+2,640
New +$116K ﹤0.01% 1265
2025
Q3
Sell
-2,640
Closed -$110K 4333
2025
Q2
$110K Sell
2,640
-2,369
-47% -$93.1K 0.01% 898
2025
Q1
$196K Buy
5,009
+2,369
+90% +$98.7K 0.01% 528
2024
Q4
$110K Buy
2,640
+2,171
+463% +$93.9K 0.01% 655
2024
Q3
$19.8K Buy
+469
New +$19.1K ﹤0.01% 1089

Other funds holding XJH

Arax Advisory Partners's XJH Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 6.1% in Q2 2026, buying an estimated $7.96K and bringing the position to 2,801 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Arax Advisory Partners first reported a position in XJH in Q3 2024 and has held it in 7 quarters since. The position peaked at $196K in Q1 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Arax Advisory Partners held 2,801 shares of iShares ESG Screened S&P Mid-Cap ETF worth $146K as of Q2 2026.
  • Arax Advisory Partners bought 161 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.96K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2458 holding.
  • Arax Advisory Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $196K 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.