Caliber Wealth Management (Kansas)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.06M	Hold	20,394	–	–	0.1%	133
2026 Q1	$925K	Hold	20,394	–	–	0.1%	136
2025 Q4	$911K	Hold	20,394	–	–	0.1%	137
2025 Q3	$894K	Hold	20,394	–	–	0.1%	137
2025 Q2	$846K	Buy	+20,394	New	+$802K	0.09%	143

Other funds holding XJH

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s XJH Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 20,394 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #133.

Caliber Wealth Management (Kansas) first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Caliber Wealth Management (Kansas) held 20,394 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
Caliber Wealth Management (Kansas) 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 0.1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #133 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.