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

Avior Wealth Management’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
2025
Q1 		– Sell
-95
Closed -$3.97K – 2370
2024
Q4 		$3.97K Hold
95
– – ﹤0.01% 1938
2024
Q3 		$4.02K Hold
95
– – ﹤0.01% 1849
2024
Q2 		$3.76K Buy
+95
New +$3.76K ﹤0.01% 1809

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's XJH Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2025, closing a stake of 95 shares — an estimated $3.97K sold.

Avior Wealth Management first reported a position in XJH in Q2 2024 and held it in 3 quarters. The position peaked at $4.02K in Q3 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 95 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2025, an estimated $3.97K.
  • Avior Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $4.02K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.