Carson Wealth (CWM LLC)
XJH icon

Carson Wealth (CWM LLC)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Carson Wealth (CWM 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
Q1 		$301K Hold
6,637
– – ﹤0.01% 2376
2025
Q4 		$296K Buy
6,637
+4,875
+277% +$215K ﹤0.01% 2269
2025
Q3 		$77K Hold
1,762
– – ﹤0.01% 3185
2025
Q2 		$73K Hold
1,762
– – ﹤0.01% 2985
2025
Q1 		$69K Hold
1,762
– – ﹤0.01% 2718
2024
Q4 		$74K Buy
+1,762
New +$76.2K ﹤0.01% 2494
2024
Q2 		– Sell
-1,066
Closed -$44K – 4990
2024
Q1 		$44K Hold
1,066
– – ﹤0.01% 2383
2023
Q4 		$40K Hold
1,066
– – ﹤0.01% 2322
2023
Q3 		$36K Hold
1,066
– – ﹤0.01% 2298
2023
Q2 		$38K Sell
1,066
-3,559
-77% -$120K ﹤0.01% 2194
2023
Q1 		$157K Buy
4,625
+4,537
+5,156% +$157K ﹤0.01% 1300
2022
Q4 		$3K Buy
+88
New +$2.88K ﹤0.01% 3470

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XJH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q1 2026 at 6,637 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Carson Wealth (CWM LLC) first reported a position in XJH in Q4 2022 and has held it in 12 quarters since. 180 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,637 shares of iShares ESG Screened S&P Mid-Cap ETF worth $301K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2376 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.