Biltmore Family Office’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Biltmore Family Office’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	$1.63M	Hold	31,248	–	–	0.21%	78
2026 Q1	$1.42M	Hold	31,248	–	–	0.2%	83
2025 Q4	$1.4M	Hold	31,248	–	–	0.19%	85
2025 Q3	$1.37M	Hold	31,248	–	–	0.2%	78
2025 Q2	$1.3M	Hold	31,248	–	–	0.22%	76
2025 Q1	$1.22M	Hold	31,248	–	–	0.21%	78
2024 Q4	$1.31M	Hold	31,248	–	–	0.22%	72
2024 Q3	$1.32M	Hold	31,248	–	–	0.23%	76
2024 Q2	$1.24M	Hold	31,248	–	–	0.23%	71
2024 Q1	$1.28M	Hold	31,248	–	–	0.25%	68
2023 Q4	$1.18M	Hold	31,248	–	–	0.24%	67
2023 Q3	$1.06M	Hold	31,248	–	–	0.24%	66
2023 Q2	$1.11M	Buy	31,248 +6,595	+27%	+$223K	0.24%	64
2023 Q1	$838K	Hold	24,653	–	–	0.18%	83
2022 Q4	$809K	Sell	24,653 -4,328	-15%	-$142K	0.17%	81
2022 Q3	$862K	Hold	28,981	–	–	0.2%	70
2022 Q2	$886K	Buy	28,981 +16,532	+133%	+$552K	0.22%	71
2022 Q1	$455K	Buy	12,449 +2,049	+20%	+$74.6K	0.1%	115
2021 Q4	$404K	Hold	10,400	–	–	0.08%	148
2021 Q3	$376K	Buy	+10,400	New	+$385K	0.09%	130

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

Biltmore Family Office's XJH Position: Q2 2026 in Review

Biltmore Family Office held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 31,248 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #78.

Biltmore Family Office first reported a position in XJH in Q3 2021 and has held it in 20 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Biltmore Family Office held 31,248 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.63M as of Q2 2026.
Biltmore Family Office left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.21% of Biltmore Family Office's portfolio in Q2 2026, its #78 holding.
Biltmore Family Office first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 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 Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.