AssetMark Inc’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

AssetMark Inc’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	$1.56K	Buy	30 +1	+3%	+$49	﹤0.01%	3046
2026 Q1	$1.32K	Sell	29 -1	-3%	-$47	﹤0.01%	2973
2025 Q4	$1.34K	Sell	30 -10	-25%	-$441	﹤0.01%	2870
2025 Q3	$1.75K	Buy	40 +3	+8%	+$129	﹤0.01%	2653
2025 Q2	$1.54K	Hold	37	–	–	﹤0.01%	2509
2025 Q1	$1.45K	Sell	37 -339	-90%	-$14.1K	﹤0.01%	2237
2024 Q4	$15.7K	Sell	376 -3	-0.8%	-$130	﹤0.01%	1706
2024 Q3	$16K	Buy	379 +11	+3%	+$448	﹤0.01%	1542
2024 Q2	$14.6K	Buy	+368	New	+$14.6K	﹤0.01%	1436

Other funds holding XJH

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc's XJH Position: Q2 2026 in Review

AssetMark Inc increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.4% in Q2 2026, buying an estimated $49 and bringing the position to 30 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

AssetMark Inc first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $16K in Q3 2024. 111 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

AssetMark Inc held 30 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.56K as of Q2 2026.
AssetMark Inc bought 1 iShares ESG Screened S&P Mid-Cap ETF share in Q2 2026, an estimated $49.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3046 holding.
AssetMark Inc first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
AssetMark Inc's iShares ESG Screened S&P Mid-Cap ETF position peaked at $16K in Q3 2024.
111 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.