Baird Financial Group
XJH icon

Baird Financial Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Baird Financial Group’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 		$723K Sell
13,864
-2,003
-13% -$99K ﹤0.01% 1427
2026
Q1 		$720K Sell
15,867
-381
-2% -$17.8K ﹤0.01% 1366
2025
Q4 		$725K Buy
16,248
+2,803
+21% +$124K ﹤0.01% 1352
2025
Q3 		$590K Sell
13,445
-398
-3% -$17.2K ﹤0.01% 1414
2025
Q2 		$574K Hold
13,843
– – ﹤0.01% 1378
2025
Q1 		$541K Sell
13,843
-454
-3% -$18.9K ﹤0.01% 1370
2024
Q4 		$598K Buy
14,297
+208
+1% +$8.99K ﹤0.01% 1331
2024
Q3 		$596K Buy
14,089
+40
+0.3% +$1.63K ﹤0.01% 1319
2024
Q2 		$556K Sell
14,049
-175
-1% -$6.93K ﹤0.01% 1350
2024
Q1 		$584K Buy
14,224
+5,753
+68% +$221K ﹤0.01% 1330
2023
Q4 		$320K Buy
+8,471
New +$291K ﹤0.01% 1492

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

Baird Financial Group's XJH Position: Q2 2026 in Review

Baird Financial Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 13% in Q2 2026, selling an estimated $99K and leaving 13,864 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Baird Financial Group first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $725K in Q4 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Baird Financial Group held 13,864 shares of iShares ESG Screened S&P Mid-Cap ETF worth $723K as of Q2 2026.
  • Baird Financial Group sold 2,003 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $99K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1427 holding.
  • Baird Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Baird Financial Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $725K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.