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

Capital Advantage’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 		$289K Buy
5,546
+11
+0.2% +$544 0.04% 129
2026
Q1 		$251K Hold
5,535
– – 0.03% 134
2025
Q4 		$247K Buy
+5,535
New +$244K 0.03% 137
2025
Q2 		– Sell
-6,273
Closed -$262K – 145
2025
Q1 		$262K Hold
6,273
– – 0.05% 120
2024
Q4 		$262K Buy
+6,273
New +$271K 0.05% 120

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

Capital Advantage's XJH Position: Q2 2026 in Review

Capital Advantage increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.2% in Q2 2026, buying an estimated $544 and bringing the position to 5,546 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #129.

Capital Advantage first reported a position in XJH in Q4 2024 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Capital Advantage held 5,546 shares of iShares ESG Screened S&P Mid-Cap ETF worth $289K as of Q2 2026.
  • Capital Advantage bought 11 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $544.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Capital Advantage's portfolio in Q2 2026, its #129 holding.
  • Capital Advantage first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 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 Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.