CAL
XJH icon

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

Capital Analysts LLC’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 		$627K Sell
12,021
-526
-4% -$26K 0.01% 457
2026
Q1 		$569K Buy
12,547
+1,621
+15% +$75.9K 0.02% 425
2025
Q4 		$488K Buy
10,926
+323
+3% +$14.2K 0.01% 433
2025
Q3 		$465K Sell
10,603
-120
-1% -$5.17K 0.01% 433
2025
Q2 		$445K Sell
10,723
-82
-0.8% -$3.22K 0.01% 402
2025
Q1 		$422K Sell
10,805
-598
-5% -$24.9K 0.02% 400
2024
Q4 		$477K Sell
11,403
-2
-0% -$86 0.02% 339
2024
Q3 		$482K Buy
11,405
+50
+0.4% +$2.04K 0.02% 333
2024
Q2 		$449K Buy
11,355
+996
+10% +$39.5K 0.02% 345
2024
Q1 		$426K Buy
+10,359
New +$398K 0.02% 335

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 Analysts LLC's XJH Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.2% in Q2 2026, selling an estimated $26K and leaving 12,021 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #457.

Capital Analysts LLC first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Capital Analysts LLC held 12,021 shares of iShares ESG Screened S&P Mid-Cap ETF worth $627K as of Q2 2026.
  • Capital Analysts LLC sold 526 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $26K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #457 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 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 Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.