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

Armstrong Advisory Group’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
Q3 		$90.4K Buy
1,854
+44
+2% +$2.25K 0.01% 356
2026
Q2 		$94.4K Buy
1,810
+687
+61% +$34K 0.01% 355
2026
Q1 		$51K Sell
1,123
-55
-5% -$2.58K ﹤0.01% 404
2025
Q4 		$52.6K Buy
1,178
+25
+2% +$1.1K ﹤0.01% 394
2025
Q3 		$50.6K Sell
1,153
-6
-0.5% -$259 ﹤0.01% 394
2025
Q2 		$48.1K Buy
1,159
+153
+15% +$6.01K ﹤0.01% 390
2025
Q1 		$42.1K Hold
1,006
– – ﹤0.01% 393
2024
Q4 		$42.1K Sell
1,006
-529
-34% -$22.9K ﹤0.01% 393
2024
Q3 		$64.9K Buy
1,535
+19
+1% +$775 0.01% 330
2024
Q2 		$60K Buy
1,516
+212
+16% +$8.4K 0.01% 332
2024
Q1 		$49.2K Hold
1,304
– – ﹤0.01% 347
2023
Q4 		$49.2K Sell
1,304
-144
-10% -$4.95K ﹤0.01% 347
2023
Q3 		$49K Buy
1,448
+105
+8% +$3.74K 0.01% 340
2023
Q2 		$47.8K Buy
1,343
+905
+207% +$30.5K 0.01% 346
2023
Q1 		$14.9K Buy
+438
New +$15.2K ﹤0.01% 521

Other funds holding XJH

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Armstrong Advisory Group's XJH Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.4% in Q3 2026, buying an estimated $2.25K and bringing the position to 1,854 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #356.

Armstrong Advisory Group first reported a position in XJH in Q1 2023 and has held it in 15 quarters since. The position peaked at $94.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

  • Armstrong Advisory Group held 1,854 shares of iShares ESG Screened S&P Mid-Cap ETF worth $90.4K as of Q3 2026.
  • Armstrong Advisory Group bought 44 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $2.25K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #356 holding.
  • Armstrong Advisory Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Armstrong Advisory Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $94.4K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.