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

Bartlett & Co 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
2026
Q2 		$565K Buy
10,837
+1,035
+11% +$51.2K 0.01% 336
2026
Q1 		$476K Buy
9,802
+8,950
+1,050% +$419K 0.01% 346
2025
Q4 		$38K Sell
852
-113
-12% -$4.98K ﹤0.01% 716
2025
Q3 		$42.3K Hold
965
– – ﹤0.01% 698
2025
Q2 		$40K Hold
965
– – ﹤0.01% 692
2025
Q1 		$37.7K Buy
965
+115
+14% +$4.79K ﹤0.01% 706
2024
Q4 		$35.6K Hold
850
– – ﹤0.01% 714
2024
Q3 		$35.9K Hold
850
– – ﹤0.01% 717
2024
Q2 		$33.6K Hold
850
– – ﹤0.01% 737
2024
Q1 		$34.9K Hold
850
– – ﹤0.01% 722
2023
Q4 		$32.5K Hold
850
– – ﹤0.01% 779
2023
Q3 		$28.9K Hold
850
– – ﹤0.01% 745
2023
Q2 		$30.3K Hold
850
– – ﹤0.01% 747
2023
Q1 		$28.9K Sell
850
-1,060
-55% -$36.7K ﹤0.01% 652
2022
Q4 		$62.7K Buy
1,910
+1,060
+125% +$34.7K ﹤0.01% 545
2022
Q3 		$25.3K Hold
850
– – ﹤0.01% 669
2022
Q2 		$26K Hold
850
– – ﹤0.01% 682
2022
Q1 		$31.1K Buy
+850
New +$30.9K ﹤0.01% 663

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

Bartlett & Co Wealth Management's XJH Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 11% in Q2 2026, buying an estimated $51.2K and bringing the position to 10,837 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #336.

Bartlett & Co Wealth Management first reported a position in XJH in Q1 2022 and has held it in 18 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Bartlett & Co Wealth Management held 10,837 shares of iShares ESG Screened S&P Mid-Cap ETF worth $565K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,035 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $51.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.