Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cambridge Investment Research Advisors’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 		$1.58M Buy
30,317
+3,890
+15% +$192K ﹤0.01% 1883
2026
Q1 		$1.2M Buy
26,427
+66
+0.3% +$3.09K ﹤0.01% 2005
2025
Q4 		$1.18M Buy
26,361
+1,855
+8% +$81.8K ﹤0.01% 1973
2025
Q3 		$1.07M Sell
24,506
-4,940
-17% -$213K ﹤0.01% 2001
2025
Q2 		$1.22M Sell
29,446
-12,709
-30% -$500K ﹤0.01% 1800
2025
Q1 		$1.65M Buy
42,155
+13,864
+49% +$577K 0.01% 1471
2024
Q4 		$1.18M Buy
28,291
+329
+1% +$14.2K ﹤0.01% 1743
2024
Q3 		$1.18M Sell
27,962
-1,605
-5% -$65.4K ﹤0.01% 1742
2024
Q2 		$1.17M Buy
29,567
+1,155
+4% +$45.8K ﹤0.01% 1654
2024
Q1 		$1.17M Buy
28,412
+513
+2% +$19.7K ﹤0.01% 1621
2023
Q4 		$1.05M Buy
27,899
+12,178
+77% +$419K ﹤0.01% 1620
2023
Q3 		$532K Buy
15,721
+1,002
+7% +$35.7K ﹤0.01% 2033
2023
Q2 		$524K Buy
14,719
+1,963
+15% +$66.2K ﹤0.01% 2103
2023
Q1 		$434K Buy
12,756
+4,765
+60% +$165K ﹤0.01% 2190
2022
Q4 		$262K Sell
7,991
-18,208
-69% -$596K ﹤0.01% 2537
2022
Q3 		$779K Buy
26,199
+1,777
+7% +$58.1K ﹤0.01% 1646
2022
Q2 		$747K Buy
+24,422
New +$816K ﹤0.01% 1673

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

Cambridge Investment Research Advisors's XJH Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 15% in Q2 2026, buying an estimated $192K and bringing the position to 30,317 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Cambridge Investment Research Advisors first reported a position in XJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.65M in Q1 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Cambridge Investment Research Advisors held 30,317 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.58M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,890 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $192K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1883 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.65M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.