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

Arcadia Investment 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 		$149K Buy
2,848
+9
+0.3% +$445 0.06% 52
2026
Q1 		$129K Hold
2,839
– – 0.06% 53
2025
Q4 		$127K Hold
2,839
– – 0.06% 52
2025
Q3 		$124K Buy
2,839
+23
+0.8% +$991 0.06% 51
2025
Q2 		$117K Buy
2,816
+32
+1% +$1.26K 0.06% 51
2025
Q1 		$109K Hold
2,784
– – 0.06% 46
2024
Q4 		$116K Hold
2,784
– – 0.06% 46
2024
Q3 		$118K Hold
2,784
– – 0.06% 47
2024
Q2 		$110K Hold
2,784
– – 0.06% 44
2024
Q1 		$114K Hold
2,784
– – 0.07% 46
2023
Q4 		$105K Buy
2,784
+3
+0.1% +$103 0.06% 46
2023
Q3 		$94.2K Hold
2,781
– – 0.06% 47
2023
Q2 		$99.1K Buy
2,781
+4
+0.1% +$135 0.06% 48
2023
Q1 		$94.4K Hold
2,777
– – 0.06% 47
2022
Q4 		$91.1K Buy
+2,777
New +$90.9K 0.06% 45

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

Arcadia Investment Advisors's XJH Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.32% in Q2 2026, buying an estimated $445 and bringing the position to 2,848 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #52.

Arcadia Investment Advisors first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Arcadia Investment Advisors held 2,848 shares of iShares ESG Screened S&P Mid-Cap ETF worth $149K as of Q2 2026.
  • Arcadia Investment Advisors bought 9 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $445.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Arcadia Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Arcadia Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.