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Birchwood Financial Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Birchwood Financial Partners’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 		$30.4K Buy
584
+2
+0.3% +$99 0.02% 212
2026
Q1 		$26.4K Buy
582
+1
+0.2% +$47 0.03% 217
2025
Q4 		$25.9K Buy
+581
New +$25.6K 0.03% 221

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

Birchwood Financial Partners's XJH Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.34% in Q2 2026, buying an estimated $99 and bringing the position to 584 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #212.

Birchwood Financial Partners first reported a position in XJH in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Birchwood Financial Partners held 584 shares of iShares ESG Screened S&P Mid-Cap ETF worth $30.4K as of Q2 2026.
  • Birchwood Financial Partners bought 2 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $99.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #212 holding.
  • Birchwood Financial Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.