BFS
XJH icon

Bradley Foster & Sargent’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bradley Foster & Sargent’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 		$468K Hold
8,978
– – 0.01% 417
2026
Q1 		$407K Buy
8,978
+98
+1% +$4.59K 0.01% 415
2025
Q4 		$396K Sell
8,880
-111
-1% -$4.89K 0.01% 425
2025
Q3 		$394K Hold
8,991
– – 0.01% 422
2025
Q2 		$373K Buy
+8,991
New +$353K 0.01% 433

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

Bradley Foster & Sargent's XJH Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 8,978 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #417.

Bradley Foster & Sargent 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.

  • Bradley Foster & Sargent held 8,978 shares of iShares ESG Screened S&P Mid-Cap ETF worth $468K as of Q2 2026.
  • Bradley Foster & Sargent 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 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #417 holding.
  • Bradley Foster & Sargent 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 Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.