Bank of America
XJH icon

Bank of America’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bank of America’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 		$30.2M Buy
579,546
+2,525
+0.4% +$125K ﹤0.01% 2129
2026
Q1 		$26.2M Sell
577,021
-35,922
-6% -$1.68M ﹤0.01% 2165
2025
Q4 		$27.4M Buy
612,943
+11,392
+2% +$502K ﹤0.01% 2027
2025
Q3 		$26.4M Buy
601,551
+13,158
+2% +$567K ﹤0.01% 2348
2025
Q2 		$24.4M Buy
588,393
+52,770
+10% +$2.07M ﹤0.01% 2364
2025
Q1 		$20.9M Buy
535,623
+30,302
+6% +$1.26M ﹤0.01% 2383
2024
Q4 		$21.1M Buy
505,321
+32,291
+7% +$1.4M ﹤0.01% 2260
2024
Q3 		$20M Buy
473,030
+26,603
+6% +$1.08M ﹤0.01% 2401
2024
Q2 		$17.7M Buy
446,427
+82,111
+23% +$3.25M ﹤0.01% 2371
2024
Q1 		$15M Buy
364,316
+320,479
+731% +$12.3M ﹤0.01% 2571
2023
Q4 		$1.65M Buy
43,837
+5,823
+15% +$200K ﹤0.01% 4578
2023
Q3 		$1.29M Buy
38,014
+28,043
+281% +$999K ﹤0.01% 4628
2023
Q2 		$355K Buy
9,971
+265
+3% +$8.94K ﹤0.01% 5489
2023
Q1 		$330K Buy
9,706
+2,798
+41% +$96.9K ﹤0.01% 5641
2022
Q4 		$227K Sell
6,908
-4,553
-40% -$149K ﹤0.01% 5848
2022
Q3 		$340K Buy
11,461
+3,198
+39% +$105K ﹤0.01% 5655
2022
Q2 		$253K Buy
8,263
+2,379
+40% +$79.5K ﹤0.01% 5922
2022
Q1 		$215K Buy
5,884
+3,393
+136% +$123K ﹤0.01% 6417
2021
Q4 		$97K Buy
+2,491
New +$95.1K ﹤0.01% 6895
2021
Q2 		– Sell
-178
Closed -$6K – 8132
2021
Q1 		$6K Buy
+178
New +$6.14K ﹤0.01% 7103

Other funds holding XJH

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bank of America's XJH Position: Q2 2026 in Review

Bank of America increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.44% in Q2 2026, buying an estimated $125K and bringing the position to 579,546 shares worth $30.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Bank of America first reported a position in XJH in Q1 2021 and has held it in 20 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Bank of America held 579,546 shares of iShares ESG Screened S&P Mid-Cap ETF worth $30.2M as of Q2 2026.
  • Bank of America bought 2,525 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $125K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2129 holding.
  • Bank of America first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.