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Caldwell Sutter Capital’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Caldwell Sutter Capital’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 		$51.7K Hold
991
– – 0.02% 398
2026
Q1 		$45K Hold
991
– – 0.02% 391
2025
Q4 		$44.2K Hold
991
– – 0.02% 382
2025
Q3 		$43.5K Hold
991
– – 0.02% 383
2025
Q2 		$41.1K Hold
991
– – 0.02% 383
2025
Q1 		$38.7K Hold
991
– – 0.02% 389
2024
Q4 		$41.5K Hold
991
– – 0.02% 382
2024
Q3 		$41.9K Hold
991
– – 0.02% 391
2024
Q2 		$39.2K Buy
991
+271
+38% +$10.7K 0.02% 388
2024
Q1 		$29.6K Buy
720
+432
+150% +$16.6K 0.01% 416
2023
Q4 		$10.9K Buy
+288
New +$9.9K 0.01% 534

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

Caldwell Sutter Capital's XJH Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 991 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #398.

Caldwell Sutter Capital first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Caldwell Sutter Capital held 991 shares of iShares ESG Screened S&P Mid-Cap ETF worth $51.7K as of Q2 2026.
  • Caldwell Sutter Capital 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 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #398 holding.
  • Caldwell Sutter Capital first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.