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Cary Street Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cary Street Partners’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 		$3.97M Buy
76,192
+2,615
+4% +$129K 0.09% 235
2026
Q1 		$3.34M Sell
73,577
-1,593
-2% -$74.6K 0.08% 242
2025
Q4 		$3.36M Buy
75,170
+73
+0.1% +$3.22K 0.08% 236
2025
Q3 		$3.29M Hold
75,097
– – 0.09% 238
2025
Q2 		$3.12M Buy
75,097
+903
+1% +$35.5K 0.09% 242
2025
Q1 		$2.9M Buy
74,194
+225
+0.3% +$9.37K 0.09% 225
2024
Q4 		$3.09M Buy
+73,969
New +$3.2M 0.1% 202

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

Cary Street Partners's XJH Position: Q2 2026 in Review

Cary Street Partners increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.6% in Q2 2026, buying an estimated $129K and bringing the position to 76,192 shares worth $3.97M. The position accounts for 0.09% of the portfolio, ranked #235.

Cary Street Partners first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Cary Street Partners held 76,192 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.97M as of Q2 2026.
  • Cary Street Partners bought 2,615 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $129K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.09% of Cary Street Partners's portfolio in Q2 2026, its #235 holding.
  • Cary Street Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.