Balanced Rock Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Balanced Rock Investment Advisors’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	$1.54M	Sell	29,570 -6,170	-17%	-$305K	0.96%	30
2026 Q1	$1.62M	Buy	35,740 +998	+3%	+$46.7K	1.14%	30
2025 Q4	$1.55M	Buy	34,742 +3,477	+11%	+$153K	1.1%	31
2025 Q3	$1.37M	Buy	31,265 +304	+1%	+$13.1K	1%	31
2025 Q2	$1.28M	Sell	30,961 -6,462	-17%	-$254K	1.01%	32
2025 Q1	$1.46M	Sell	37,423 -1,231	-3%	-$51.3K	1.17%	27
2024 Q4	$1.62M	Sell	38,654 -5,947	-13%	-$257K	1.28%	26
2024 Q3	$1.89M	Buy	44,601 +508	+1%	+$20.7K	1.48%	18
2024 Q2	$1.74M	Buy	44,093 +2,337	+6%	+$92.6K	1.47%	19
2024 Q1	$1.72M	Buy	41,756 +19,381	+87%	+$745K	1.46%	19
2023 Q4	$844K	Buy	+22,375	New	+$769K	0.75%	29

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

Balanced Rock Investment Advisors's XJH Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 17% in Q2 2026, selling an estimated $305K and leaving 29,570 shares worth $1.54M. The position accounts for 0.96% of the portfolio, ranked #30.

Balanced Rock Investment Advisors first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Balanced Rock Investment Advisors held 29,570 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.54M as of Q2 2026.
Balanced Rock Investment Advisors sold 6,170 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $305K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.96% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #30 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.89M in Q3 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.