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

Armbruster Capital Management’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 		$492K Buy
9,425
+200
+2% +$9.89K 0.07% 87
2026
Q1 		$419K Buy
9,225
+1,050
+13% +$49.2K 0.07% 99
2025
Q4 		$365K Hold
8,175
– – 0.06% 105
2025
Q3 		$358K Hold
8,175
– – 0.06% 105
2025
Q2 		$339K Buy
8,175
+500
+7% +$19.7K 0.06% 106
2025
Q1 		$300K Hold
7,675
– – 0.06% 108
2024
Q4 		$321K Hold
7,675
– – 0.07% 108
2024
Q3 		$325K Sell
7,675
-1,925
-20% -$78.5K 0.06% 102
2024
Q2 		$380K Buy
9,600
+175
+2% +$6.93K 0.08% 89
2024
Q1 		$387K Buy
9,425
+900
+11% +$34.6K 0.08% 87
2023
Q4 		$322K Buy
8,525
+700
+9% +$24.1K 0.07% 86
2023
Q3 		$265K Hold
7,825
– – 0.07% 92
2023
Q2 		$279K Hold
7,825
– – 0.07% 93
2023
Q1 		$266K Buy
7,825
+1,500
+24% +$52K 0.07% 91
2022
Q4 		$207K Buy
+6,325
New +$207K 0.05% 101

Other funds holding XJH

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Armbruster Capital Management's XJH Position: Q2 2026 in Review

Armbruster Capital Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.2% in Q2 2026, buying an estimated $9.89K and bringing the position to 9,425 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #87.

Armbruster Capital Management first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Armbruster Capital Management held 9,425 shares of iShares ESG Screened S&P Mid-Cap ETF worth $492K as of Q2 2026.
  • Armbruster Capital Management bought 200 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.89K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.07% of Armbruster Capital Management's portfolio in Q2 2026, its #87 holding.
  • Armbruster Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.