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

Beta Wealth 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 		$718K Buy
13,768
+24
+0.2% +$1.19K 0.27% 63
2026
Q1 		$624K Sell
13,744
-353
-3% -$16.5K 0.26% 67
2025
Q4 		$629K Sell
14,097
-34
-0.2% -$1.5K 0.25% 65
2025
Q3 		$620K Sell
14,131
-360
-2% -$15.5K 0.24% 69
2025
Q2 		$601K Buy
+14,491
New +$570K 0.22% 59

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

Beta Wealth Group's XJH Position: Q2 2026 in Review

Beta Wealth Group increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.17% in Q2 2026, buying an estimated $1.19K and bringing the position to 13,768 shares worth $718K. The position accounts for 0.27% of the portfolio, ranked #63.

Beta Wealth Group first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Beta Wealth Group held 13,768 shares of iShares ESG Screened S&P Mid-Cap ETF worth $718K as of Q2 2026.
  • Beta Wealth Group bought 24 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.19K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.27% of Beta Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Beta Wealth Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.