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

Avion 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	$1K	Hold	36	–	–	﹤0.01%	1381
2026 Q1	$1K	Hold	36	–	–	﹤0.01%	1178
2025 Q4	$1K	Hold	36	–	–	﹤0.01%	1162
2025 Q3	$1K	Hold	36	–	–	﹤0.01%	1132
2025 Q2	$1K	Hold	36	–	–	﹤0.01%	1099
2025 Q1	$1K	Hold	36	–	–	﹤0.01%	958
2024 Q4	$1K	Hold	36	–	–	﹤0.01%	956
2024 Q3	$1K	Sell	36 -50	-58%	-$2.04K	﹤0.01%	932
2024 Q2	$3K	Buy	+86	New	+$3.41K	﹤0.01%	590

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Avion Wealth's XJH Position: Q2 2026 in Review

Avion Wealth held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Avion Wealth first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $3K in Q2 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Avion Wealth held 36 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1K as of Q2 2026.
Avion 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 ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1381 holding.
Avion Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Avion Wealth's iShares ESG Screened S&P Mid-Cap ETF position peaked at $3K in Q2 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.