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

Balance 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 Q3	$127K	Buy	+2,596	New	+$133K	0.03%	215

Other funds holding XJH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Balance Wealth's XJH Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2026: 2,596 shares worth $127K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings.

116 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

Balance Wealth held 2,596 shares of iShares ESG Screened S&P Mid-Cap ETF worth $127K as of Q3 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new Balance Wealth position in Q3 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #215 holding.
116 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.