ADL
XJH icon

Asset Dedication LLC’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Asset Dedication LLC’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 		$380K Buy
7,292
+416
+6% +$20.6K 0.02% 260
2026
Q1 		$312K Sell
6,876
-95
-1% -$4.45K 0.02% 261
2025
Q4 		$311K Buy
6,971
+966
+16% +$42.6K 0.02% 258
2025
Q3 		$263K Buy
6,005
+2,315
+63% +$99.8K 0.02% 294
2025
Q2 		$153K Buy
3,690
+2,265
+159% +$89K 0.01% 359
2025
Q1 		$55.7K Sell
1,425
-589
-29% -$24.5K ﹤0.01% 464
2024
Q4 		$84.3K Buy
2,014
+1,032
+105% +$44.6K 0.01% 399
2024
Q3 		$41.5K Buy
982
+614
+167% +$25K ﹤0.01% 537
2024
Q2 		$14.6K Buy
+368
New +$14.6K ﹤0.01% 748

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

Asset Dedication LLC's XJH Position: Q2 2026 in Review

Asset Dedication LLC increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 6.1% in Q2 2026, buying an estimated $20.6K and bringing the position to 7,292 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #260.

Asset Dedication LLC first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Asset Dedication LLC held 7,292 shares of iShares ESG Screened S&P Mid-Cap ETF worth $380K as of Q2 2026.
  • Asset Dedication LLC bought 416 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.6K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Asset Dedication LLC's portfolio in Q2 2026, its #260 holding.
  • Asset Dedication LLC first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.