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Atlantic Private Wealth’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Atlantic Private Wealth’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 		$825K Hold
15,826
– – 0.51% 28
2026
Q1 		$718K Buy
15,826
+356
+2% +$16.7K 0.47% 26
2025
Q4 		$691K Buy
15,470
+10
+0.1% +$441 0.44% 28
2025
Q3 		$678K Buy
15,460
+10
+0.1% +$431 0.44% 24
2025
Q2 		$641K Buy
15,450
+7
+0% +$275 0.43% 27
2025
Q1 		$603K Buy
15,443
+2
+0% +$83 0.45% 29
2024
Q4 		$646K Sell
15,441
-725
-4% -$31.4K 0.49% 24
2024
Q3 		$684K Sell
16,166
-278
-2% -$11.3K 0.52% 24
2024
Q2 		$651K Buy
16,444
+47
+0.3% +$1.86K 0.53% 23
2024
Q1 		$674K Buy
16,397
+8
+0% +$308 0.56% 21
2023
Q4 		$618K Buy
16,389
+1
+0% +$34 0.55% 22
2023
Q3 		$555K Hold
16,388
– – 0.56% 21
2023
Q2 		$584K Buy
16,388
+98
+0.6% +$3.31K 0.59% 17
2023
Q1 		$554K Buy
16,290
+770
+5% +$26.7K 0.58% 19
2022
Q4 		$509K Buy
15,520
+89
+0.6% +$2.91K 0.55% 22
2022
Q3 		$459K Hold
15,431
– – 0.51% 23
2022
Q2 		$472K Buy
15,431
+6,376
+70% +$213K 0.48% 22
2022
Q1 		$331K Hold
9,055
– – 0.31% 29
2021
Q4 		$352K Buy
+9,055
New +$346K 0.31% 29

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

Atlantic Private Wealth's XJH Position: Q2 2026 in Review

Atlantic Private Wealth held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 15,826 shares worth $825K. The position accounts for 0.51% of the portfolio, ranked #28.

Atlantic Private Wealth first reported a position in XJH in Q4 2021 and has held it in 19 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Atlantic Private Wealth held 15,826 shares of iShares ESG Screened S&P Mid-Cap ETF worth $825K as of Q2 2026.
  • Atlantic Private Wealth left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.51% of Atlantic Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Atlantic Private Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.